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 | $187,682 |
SECURIAN FINANCIAL SERVICES INC5+ years Service code 27 · EIN 41-1486060 | Advisory (Plan) | $79,696 |
KPMG LLP1 year Service code 16 · EIN 13-5565207 | Consulting | $14,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,191 | $66,051-69.4% | $92,893-78.3% | $77,787-74.0% |
| Participation rate | 75.9% | 81.0%-5.0pp | 76.0%-0.1pp | 73.2%+2.7pp |
| Annual return | 22.87% | 20.69%+2.2pp | 109.41%-86.5pp | 32.57%-9.7pp |
| Employer contribution / active EE | $164 | $3,426-95.2% | $3,653-95.5% | $2,504-93.4% |
| Participant deferral / active EE | $2,805 | $3,013-6.9% | $4,236-33.8% | $3,967-29.3% |
| Admin fee / account holder | $55 | $148-62.7% | $5,794-99.0% | $100-44.9% |