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 | $1,331 |
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 | $106,001 | $65,435+62.0% | $86,677+22.3% | $66,914+58.4% |
| Participation rate | 97.1% | 75.5%+21.6pp | 76.6%+20.5pp | 69.8%+27.3pp |
| Annual return | -14.68% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,358 | $2,153+9.5% | $2,836-16.9% | $2,544-7.3% |
| Participant deferral / active EE | $6,682 | $4,100+63.0% | $4,656+43.5% | $4,237+57.7% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |