Filed August 29, 2007 (most recent of 2 filings on file)
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 | $30,244 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $199,708 | $102,553+94.7% | $151,611+31.7% | $66,914+198.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.38% | -10.82%-6.6pp | 3.33%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $14,295 | $4,180+242.0% | $6,166+131.8% | $2,544+461.9% |
| Participant deferral / active EE | $10,572 | $6,641+59.2% | $8,363+26.4% | $4,237+149.5% |
| Admin fee / account holder | $140 | $630-77.8% | $11,616-98.8% | $593-76.4% |