Filed June 24, 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 60 · EIN 04-2647786 | Sub-TA Fees | $459 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,163 | $64,909-61.2% | $82,313-69.4% | $62,292-59.6% |
| Participation rate | 83.6% | 74.9%+8.7pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 19.28% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $788 | $1,676-53.0% | $2,428-67.6% | $2,042-61.4% |
| Participant deferral / active EE | $3,438 | $3,103+10.8% | $3,706-7.2% | $3,169+8.5% |
| Admin fee / account holder | $240 | $440-45.5% | $5,608-95.7% | $479-50.0% |