Filed April 4, 2008
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 | $3,225 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,883 | $46,745+60.2% | $60,547+23.7% | $52,331+43.1% |
| Participation rate | 96.1% | 58.6%+37.6pp | 68.0%+28.2pp | 68.1%+28.0pp |
| Annual return | 4.35% | 0.61%+3.7pp | 335.64%-331.3pp | 4.54%-0.2pp |
| Employer contribution / active EE | $2,678 | $1,259+112.7% | $2,419+10.7% | $1,882+42.3% |
| Participant deferral / active EE | $4,206 | $2,145+96.1% | $3,328+26.4% | $3,022+39.2% |
| Admin fee / account holder | $18 | $537-96.7% | $4,536-99.6% | $592-97.0% |