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 | $2,050 |
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 | $80,968 | $59,186+36.8% | $76,768+5.5% | $56,287+43.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 77.0%+14.6pp | 69.9%+21.7pp |
| Annual return | -4.57% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,010 | $1,759+14.3% | $2,485-19.1% | $2,111-4.8% |
| Participant deferral / active EE | $4,921 | $3,255+51.2% | $3,852+27.8% | $3,350+46.9% |
| Admin fee / account holder | $10 | $489-97.9% | $6,675-99.8% | $521-98.1% |