Filed April 14, 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 | -$2,740 |
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 | $39,988 | $72,770-45.0% | $67,652-40.9% | $55,191-27.5% |
| Participation rate | 88.2% | 78.8%+9.5pp | 75.7%+12.6pp | 69.2%+19.1pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,978 | $1,769+11.8% | $2,266-12.7% | $1,899+4.2% |
| Participant deferral / active EE | $2,935 | $3,408-13.9% | $3,560-17.6% | $3,046-3.7% |
| Admin fee / account holder | -$6 | $79-107.7% | $4,821-100.1% | $91-106.7% |