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 | $1,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,784 | $125,758+94.6% | $169,993+44.0% | $75,163+225.7% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 21.88% | 27.20%-5.3pp | 53.37%-31.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $6,912 | $4,615+49.8% | $6,785+1.9% | $2,670+158.9% |
| Participant deferral / active EE | $7,127 | $6,837+4.2% | $10,408-31.5% | $4,125+72.8% |
| Admin fee / account holder | $26 | $8,173-99.7% | $12,815-99.8% | $5,651-99.5% |