Filed July 20, 2007 (most recent of 6 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 | $4,837 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,309 | $54,320+58.9% | $67,652+27.6% | $52,331+64.9% |
| Participation rate | 96.8% | 73.6%+23.2pp | 75.7%+21.1pp | 68.1%+28.7pp |
| Annual return | -1.22% | 6.81%-8.0pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,098 | $1,544-28.9% | $2,266-51.5% | $1,882-41.7% |
| Participant deferral / active EE | $4,592 | $2,950+55.7% | $3,560+29.0% | $3,022+52.0% |
| Admin fee / account holder | $29 | $527-94.4% | $4,821-99.4% | $592-95.0% |