Filed July 8, 2010 (most recent of 2 filings on file)
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 | $46,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,797 | $107,934-20.5% | $91,989-6.7% | $152,861-43.9% |
| Participation rate | 95.2% | 81.2%+14.1pp | 78.6%+16.6pp | 82.4%+12.8pp |
| Annual return | -60.74% | 89.24%-150.0pp | 69.02%-129.8pp | 345.32%-406.1pp |
| Employer contribution / active EE | $25,496 | $4,210+505.6% | $3,452+638.6% | $4,762+435.4% |
| Participant deferral / active EE | $75,536 | $6,364+1086.9% | $5,923+1175.3% | $5,850+1191.2% |
| Admin fee / account holder | $505 | $10,520-95.2% | $7,743-93.5% | $11,596-95.6% |