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 | $171,750 |
SECURIAN FINANCIAL SERVICES INC6+ years Service code 27 · EIN 41-1486060 | Advisory (Plan) | $95,000 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $25,250 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $22,165 | $73,497-69.8% | $101,248-78.1% | $93,223-76.2% |
| Participation rate | 76.2% | 84.5%-8.4pp | 75.8%+0.4pp | 74.9%+1.3pp |
| Annual return | 18.68% | 11.66%+7.0pp | 46.47%-27.8pp | 19.29%-0.6pp |
| Employer contribution / active EE | $186 | $3,600-94.8% | $3,660-94.9% | $2,680-93.1% |
| Participant deferral / active EE | $3,130 | $3,303-5.2% | $4,370-28.4% | $4,563-31.4% |
| Admin fee / account holder | $51 | $121-57.5% | $5,945-99.1% | $79-35.0% |