Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,222 | $50,199+79.7% | $70,092+28.7% | $66,914+34.8% |
| Participation rate | 99.5% | 66.3%+33.2pp | 70.5%+29.1pp | 69.8%+29.7pp |
| Annual return | 897.08% | -13.85%+910.9pp | 190.73%+706.3pp | 1.58%+895.5pp |
| Employer contribution / active EE | $5,494 | $1,864+194.7% | $2,559+114.7% | $2,544+115.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $61 | $600-89.8% | $6,267-99.0% | $593-89.7% |