Filed December 30, 1996
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 06-1050034 | Contract Administrator | $8,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,678 | $27,641+206.3% | $61,373+38.0% | $68,494+23.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -12.83% | -13.24%+0.4pp | 338.61%-351.4pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,321 | $695+233.8% | $1,159+100.2% | $2,596-10.6% |
| Participant deferral / active EE | $4,720 | $1,263+273.6% | $2,125+122.1% | $4,027+17.2% |
| Admin fee / account holder | $45 | $2,010-97.7% | $2,130-97.9% | $5,403-99.2% |