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 |
|---|---|---|
NATIONAL ASSOCIATES, INC.5+ years Service code 16 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Consulting | $40,458 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,399 |
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 | $21,634 | $65,708-67.1% | $76,817-71.8% | $77,787-72.2% |
| Participation rate | 89.7% | 79.0%+10.8pp | 72.1%+17.6pp | 73.2%+16.5pp |
| Annual return | 21.11% | 49.86%-28.7pp | 1166.11%-1145.0pp | 32.57%-11.5pp |
| Employer contribution / active EE | $0 | $2,167-100.0% | $2,302-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,029 | $3,254-6.9% | $3,336-9.2% | $3,967-23.7% |
| Admin fee / account holder | $25 | $91-72.3% | $6,420-99.6% | $100-74.9% |