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 |
|---|---|---|
01 year Service code 16 · EIN 27-4398433 | Consulting | $9,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,852 |
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 | $45,172 | $79,519-43.2% | $95,952-52.9% | $73,409-38.5% |
| Participation rate | 95.7% | 81.2%+14.5pp | 77.1%+18.6pp | 72.2%+23.5pp |
| Annual return | 13.66% | 19.20%-5.5pp | 91.61%-78.0pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,232 | $2,048+9.0% | $2,541-12.2% | $2,234-0.1% |
| Participant deferral / active EE | $4,157 | $4,138+0.5% | $4,167-0.2% | $3,805+9.2% |
| Admin fee / account holder | $31 | $184-83.1% | $6,795-99.5% | $158-80.2% |