Filed May 28, 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 37 · EIN 04-2647786 | Loan Processing | $1,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,821 | $47,977+10.1% | $154,107-65.7% | $56,287-6.2% |
| Participation rate | 37.8% | 66.2%-28.4pp | 83.0%-45.2pp | 69.9%-32.1pp |
| Annual return | -3.80% | 3.54%-7.3pp | 735.12%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $573 | $2,169-73.6% | $5,298-89.2% | $2,111-72.9% |
| Participant deferral / active EE | $1,747 | $2,392-27.0% | $5,081-65.6% | $3,350-47.9% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |