Filed November 12, 2002
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 | $30,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,457 | $122,239+39.4% | $184,203-7.5% | $74,495+128.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 13.15% | 19.95%-6.8pp | 28.81%-15.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $7,747 | $4,537+70.7% | $6,427+20.5% | $2,623+195.3% |
| Participant deferral / active EE | $7,477 | $7,139+4.7% | $9,131-18.1% | $4,346+72.0% |
| Admin fee / account holder | $214 | $1,260-83.0% | $13,901-98.5% | $1,942-89.0% |