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 | $23,716 |
WARREN AVERETT, LLC1 year Filed as: WARRENAVERETT, LLC Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
AFS ADVISORS, LLC5 years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $9,938 |
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 | $46,503 | $99,078-53.1% | $96,544-51.8% | $74,419-37.5% |
| Participation rate | 95.4% | 80.7%+14.7pp | 76.0%+19.4pp | 70.7%+24.6pp |
| Annual return | 19.14% | 22.48%-3.3pp | 25.84%-6.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,571 | $2,570+38.9% | $2,965+20.5% | $2,637+35.4% |
| Participant deferral / active EE | $5,735 | $4,933+16.3% | $4,851+18.2% | $4,528+26.7% |
| Admin fee / account holder | $89 | $225-60.5% | $8,252-98.9% | $348-74.5% |