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 37 · EIN 04-2647786 | Loan Processing | $14,326 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,005 | $99,078+3.0% | $96,544+5.7% | $74,419+37.1% |
| Participation rate | 63.8% | 80.7%-16.8pp | 76.0%-12.1pp | 70.7%-6.9pp |
| Annual return | 18.63% | 22.48%-3.9pp | 25.84%-7.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,284 | $2,570-11.1% | $2,965-23.0% | $2,637-13.4% |
| Participant deferral / active EE | $4,734 | $4,933-4.0% | $4,851-2.4% | $4,528+4.6% |
| Admin fee / account holder | $64 | $225-71.3% | $8,252-99.2% | $348-81.5% |