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 | -$1,414 |
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 | $39,476 | $69,305-43.0% | $82,313-52.0% | $69,631-43.3% |
| Participation rate | 90.8% | 80.3%+10.5pp | 76.9%+13.9pp | 70.7%+20.1pp |
| Annual return | 14.50% | 21.47%-7.0pp | 25.88%-11.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,775 | $1,887-5.9% | $2,428-26.9% | $2,032-12.7% |
| Participant deferral / active EE | $2,757 | $3,568-22.7% | $3,706-25.6% | $3,224-14.5% |
| Admin fee / account holder | -$2 | $97-102.4% | $5,608-100.0% | $110-102.1% |