Filed October 18, 2004
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 41-0417830 | Contract Administrator | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,599 | $110,094+79.5% | $151,611+30.3% | $68,494+188.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.12% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $6,619 | $4,471+48.1% | $6,166+7.4% | $2,596+155.0% |
| Participant deferral / active EE | $6,891 | $6,527+5.6% | $8,363-17.6% | $4,027+71.1% |
| Admin fee / account holder | $24 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |