Filed November 1, 2007 (most recent of 3 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 | $5,325 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,408 | $86,897-8.6% | $151,611-47.6% | $64,808+22.5% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.5%+9.1pp | 71.5%+25.1pp |
| Annual return | -17.94% | -3.57%-14.4pp | 3.33%-21.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,139 | $4,010-21.7% | $6,166-49.1% | $2,506+25.3% |
| Participant deferral / active EE | $5,828 | $6,690-12.9% | $8,363-30.3% | $4,310+35.2% |
| Admin fee / account holder | $13 | $153-91.2% | $11,616-99.9% | $188-92.8% |