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 16 · EIN 72-1396621 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,386 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,813 | $63,905-36.1% | $74,183-45.0% | $57,658-29.2% |
| Participation rate | 91.8% | 79.8%+12.0pp | 76.6%+15.2pp | 70.2%+21.6pp |
| Annual return | 5.98% | 60.60%-54.6pp | 17.74%-11.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,087 | $1,840+13.4% | $2,370-12.0% | $1,974+5.7% |
| Participant deferral / active EE | $3,003 | $3,448-12.9% | $3,550-15.4% | $3,061-1.9% |
| Admin fee / account holder | $26 | $91-71.5% | $5,586-99.5% | $95-72.6% |