Filed April 16, 2007 (most recent of 4 filings on file)
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 25 · EIN 04-2647786 | Directed Trustee | $1,036,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,861 | $96,540-50.4% | $67,313-28.9% | $73,367-34.8% |
| Participation rate | 55.0% | 65.8%-10.7pp | 69.1%-14.0pp | 69.5%-14.4pp |
| Annual return | -6.15% | -4.11%-2.0pp | -4.08%-2.1pp | 173.45%-179.6pp |
| Employer contribution / active EE | $1,002 | $4,087-75.5% | $2,566-60.9% | $2,499-59.9% |
| Participant deferral / active EE | $1,708 | $3,965-56.9% | $3,568-52.1% | $4,033-57.6% |
| Admin fee / account holder | $57 | $100-42.7% | $4,507-98.7% | $68-16.4% |