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 | $1,519 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,077 | $84,936+49.6% | $111,297+14.2% | $79,386+60.1% |
| Participation rate | 96.5% | 75.9%+20.7pp | 77.3%+19.2pp | 70.7%+25.8pp |
| Annual return | 12.83% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,398 | $1,979+21.2% | $2,731-12.2% | $2,427-1.2% |
| Participant deferral / active EE | $6,223 | $3,888+60.0% | $4,487+38.7% | $4,046+53.8% |
| Admin fee / account holder | $8 | $537-98.6% | $7,964-99.9% | $626-98.8% |