Filed June 18, 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 |
|---|---|---|
VERISIGHT, INC.2+ years Filed as: VERISIGHT GROUP, INC. Service code 15 2001 N MAIN ST · WALNUT CREEK, CA 94696 | Recordkeeping | $99,475 |
NATIONAL ASSOCIATES, INC.2+ years Service code 16 20325 CENTER RIDGE ROAD · CLEVELAND, OH 44116 | Consulting | $57,600 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST - WTRISC Service code 19 PO BOX 52129 · PHOENIX, AZ 85072 | Securities Custodian | $23,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,584 | $58,758-66.7% | $70,014-72.0% | $63,975-69.4% |
| Participation rate | 85.3% | 77.5%+7.8pp | 71.8%+13.5pp | 71.1%+14.2pp |
| Annual return | 6.96% | 18.05%-11.1pp | 12.99%-6.0pp | 48.65%-41.7pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,347 | $2,912-19.4% | $2,931-19.9% | $3,356-30.1% |
| Admin fee / account holder | $86 | $71+20.9% | $4,380-98.0% | $70+21.8% |