Filed June 25, 2007
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 52 · EIN 04-1590850 | Indirect Investment Fees | $16,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,285 | $63,905-4.1% | $74,183-17.4% | $57,658+6.3% |
| Participation rate | 63.5% | 79.8%-16.3pp | 76.6%-13.1pp | 70.2%-6.8pp |
| Annual return | 4.86% | 60.60%-55.7pp | 17.74%-12.9pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,620 | $1,840-12.0% | $2,370-31.7% | $1,974-17.9% |
| Participant deferral / active EE | $2,924 | $3,448-15.2% | $3,550-17.6% | $3,061-4.4% |
| Admin fee / account holder | $31 | $91-66.0% | $5,586-99.4% | $95-67.3% |