Filed October 11, 2007
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 |
|---|---|---|
MFA ASSET MANAGEMENT1 year Filed as: MFA ASSET MGT Service code 27 · EIN 04-3540481 | Advisory (Plan) | $217,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,842 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
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 | $100,701 | $85,635+17.6% | $123,892-18.7% | $63,975+57.4% |
| Participation rate | 98.8% | 74.9%+23.9pp | 81.4%+17.4pp | 71.1%+27.7pp |
| Annual return | 8.36% | 15.74%-7.4pp | 47.52%-39.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $5,021 | $3,076+63.2% | $4,617+8.8% | $2,182+130.2% |
| Participant deferral / active EE | $8,243 | $5,667+45.5% | $5,984+37.7% | $3,356+145.6% |
| Admin fee / account holder | $212 | $75+183.6% | $8,357-97.5% | $70+201.6% |