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 | $2,175 |
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 | $94,475 | $44,425+112.7% | $67,834+39.3% | $55,167+71.3% |
| Participation rate | 92.7% | 59.7%+33.0pp | 68.8%+23.9pp | 69.0%+23.7pp |
| Annual return | 26.75% | 17.80%+9.0pp | 138.47%-111.7pp | 169.23%-142.5pp |
| Employer contribution / active EE | $2,463 | $1,351+82.3% | $2,403+2.5% | $1,963+25.5% |
| Participant deferral / active EE | $3,854 | $2,166+77.9% | $3,160+22.0% | $3,054+26.2% |
| Admin fee / account holder | $13 | $530-97.6% | $4,622-99.7% | $504-97.5% |