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 | $1,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $101,633 | $65,376+55.5% | $87,100+16.7% | $65,185+55.9% |
| Participation rate | 93.8% | 75.3%+18.4pp | 76.9%+16.9pp | 70.2%+23.6pp |
| Annual return | 20.65% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,108 | $1,822+15.7% | $2,521-16.4% | $2,177-3.1% |
| Participant deferral / active EE | $5,503 | $3,388+62.4% | $4,049+35.9% | $3,514+56.6% |
| Admin fee / account holder | $7 | $520-98.6% | $7,497-99.9% | $847-99.1% |