Filed October 18, 2004
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 | $7,925 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $17,829 | $60,165-70.4% | $74,183-76.0% | $55,167-67.7% |
| Participation rate | 80.6% | 74.2%+6.4pp | 76.6%+3.9pp | 69.0%+11.6pp |
| Annual return | 5.26% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,357 | $1,600-15.1% | $2,370-42.7% | $1,963-30.8% |
| Participant deferral / active EE | $1,799 | $2,973-39.5% | $3,550-49.3% | $3,054-41.1% |
| Admin fee / account holder | $38 | $419-91.0% | $5,586-99.3% | $504-92.5% |