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 | $15,516 |
AFS ADVISORS, LLC4 years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $13,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,523 | $72,254-48.1% | $86,677-56.7% | $64,808-42.1% |
| Participation rate | 96.4% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -15.00% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,656 | $2,393+11.0% | $2,836-6.4% | $2,506+6.0% |
| Participant deferral / active EE | $4,279 | $4,658-8.1% | $4,656-8.1% | $4,310-0.7% |
| Admin fee / account holder | $58 | $174-66.4% | $7,493-99.2% | $188-68.9% |