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 |
|---|---|---|
AFS ADVISORS, LLC1 year Service code 27 · EIN 27-4398433 | Advisory (Plan) | $6,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,012 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $42,648 | $73,404-41.9% | $87,100-51.0% | $67,579-36.9% |
| Participation rate | 90.5% | 80.9%+9.7pp | 76.9%+13.7pp | 71.3%+19.3pp |
| Annual return | 18.13% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,754 | $2,014+36.8% | $2,521+9.2% | $2,148+28.2% |
| Participant deferral / active EE | $4,406 | $3,913+12.6% | $4,049+8.8% | $3,539+24.5% |
| Admin fee / account holder | $25 | $142-82.1% | $7,497-99.7% | $142-82.2% |