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 |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $9,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,785 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,227 | $185,342-38.4% | $111,297+2.6% | $86,799+31.6% |
| Participation rate | 66.7% | 81.0%-14.3pp | 77.3%-10.6pp | 72.3%-5.6pp |
| Annual return | 12.18% | 500.80%-488.6pp | 54.65%-42.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $2,143 | $2,246-4.6% | $2,731-21.5% | $2,405-10.9% |
| Participant deferral / active EE | $4,387 | $4,458-1.6% | $4,487-2.2% | $4,131+6.2% |
| Admin fee / account holder | $40 | $255-84.2% | $7,964-99.5% | $170-76.2% |