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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
NATIONAL ASSOCIATES, INC.4+ years Service code 16 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,470 | $77,559-76.2% | $68,793-73.2% | $75,289-75.5% |
| Participation rate | 89.8% | 78.3%+11.5pp | 72.2%+17.6pp | 72.4%+17.4pp |
| Annual return | -4.52% | -1.01%-3.5pp | -4.63%+0.1pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $2,625-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,957 | $3,128-5.5% | $3,311-10.7% | $3,739-20.9% |
| Admin fee / account holder | $25 | $90-72.1% | $5,131-99.5% | $102-75.3% |