Filed March 26, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,544 |
SECURIAN FINANCIAL SERVICES INC3+ years Service code 27 400 ROBERT ST N · SAINT PAUL, MN 55101 | Advisory (Plan) | $93,216 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,241 | $221,442-89.5% | $92,233-74.8% | $77,958-70.2% |
| Participation rate | 53.5% | 79.6%-26.1pp | 76.5%-22.9pp | 71.6%-18.1pp |
| Annual return | 19.12% | 15.65%+3.5pp | 176.28%-157.2pp | 20.87%-1.7pp |
| Employer contribution / active EE | $98 | $3,226-97.0% | $3,679-97.3% | $2,310-95.8% |
| Participant deferral / active EE | $1,615 | $2,779-41.9% | $3,897-58.6% | $3,537-54.3% |
| Admin fee / account holder | $59 | $210-71.9% | $5,194-98.9% | $97-39.5% |