Filed July 20, 2006 (most recent of 4 filings on file)
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 10-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 | $27,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,584 | $86,897+28.4% | $151,611-26.4% | $64,808+72.2% |
| Participation rate | 97.9% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -15.72% | -3.57%-12.2pp | 3.33%-19.0pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,829 | $4,010+20.4% | $6,166-21.7% | $2,506+92.7% |
| Participant deferral / active EE | $7,035 | $6,690+5.2% | $8,363-15.9% | $4,310+63.2% |
| Admin fee / account holder | $38 | $153-75.2% | $11,616-99.7% | $188-79.8% |