Filed July 10, 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 | $4,250 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,278 | $42,582-66.5% | $171,082-91.7% | $57,658-75.2% |
| Participation rate | 75.9% | 63.9%+12.0pp | 76.7%-0.8pp | 70.2%+5.6pp |
| Annual return | 11.29% | 308.67%-297.4pp | 32.56%-21.3pp | 5.13%+6.2pp |
| Employer contribution / active EE | $350 | $1,306-73.2% | $4,002-91.2% | $1,974-82.2% |
| Participant deferral / active EE | $2,048 | $2,933-30.2% | $4,797-57.3% | $3,061-33.1% |
| Admin fee / account holder | $7 | $82-91.0% | $8,520-99.9% | $95-92.2% |