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 | $416 |
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 | $35,865 | $65,118-44.9% | $76,768-53.3% | $55,725-35.6% |
| Participation rate | 93.5% | 79.6%+13.9pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -2.43% | -1.27%-1.2pp | 2.43%-4.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,352 | $1,941+21.2% | $2,485-5.4% | $2,078+13.2% |
| Participant deferral / active EE | $3,685 | $3,688-0.1% | $3,852-4.3% | $3,356+9.8% |
| Admin fee / account holder | $1 | $116-99.3% | $6,675-100.0% | $115-99.3% |