Filed July 2, 2007 (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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$199,513 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,158 | $86,897+103.9% | $151,611+16.9% | $64,808+173.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -18.62% | -3.57%-15.1pp | 3.33%-22.0pp | 32.82%-51.4pp |
| Employer contribution / active EE | $9,569 | $4,010+138.6% | $6,166+55.2% | $2,506+281.9% |
| Participant deferral / active EE | $7,633 | $6,690+14.1% | $8,363-8.7% | $4,310+77.1% |
| Admin fee / account holder | $23 | $153-84.9% | $11,616-99.8% | $188-87.7% |