Filed December 31, 2002 (most recent of 2 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 35-1140070 | Contract Administrator | $16,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,137 | $196,842-87.2% | $134,143-81.3% | - |
| Participation rate | 64.6% | 71.6%-6.9pp | 72.2%-7.5pp | - |
| Annual return | 13.47% | 11.43%+2.0pp | 36.33%-22.9pp | - |
| Employer contribution / active EE | $971 | $2,386-59.3% | $3,704-73.8% | - |
| Participant deferral / active EE | $3,278 | $3,828-14.4% | $3,499-6.3% | - |
| Admin fee / account holder | $214 | $15,940-98.7% | $6,684-96.8% | - |