Filed December 21, 2013
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 | $12,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,660 | $55,415+78.0% | $155,509-36.6% | $74,495+32.4% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 13.91% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,628 | $2,267+60.0% | $4,672-22.4% | $2,623+38.3% |
| Participant deferral / active EE | $5,772 | $2,836+103.5% | $5,626+2.6% | $4,346+32.8% |
| Admin fee / account holder | $58 | $1,738-96.7% | $15,912-99.6% | $1,942-97.0% |