Filed December 1, 2006
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 | $59,114 |
HIGHTOWER ADVISORS LLC4 years Service code 16 · EIN 36-4500709 | Consulting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $53,911-13.5% | $130,648-64.3% | $77,787-40.1% |
| Participation rate | 77.5% | 60.2%+17.3pp | 71.7%+5.8pp | 73.2%+4.3pp |
| Annual return | 20.86% | 21.93%-1.1pp | 1708.96%-1688.1pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,521 | $1,826-16.7% | $4,092-62.8% | $2,504-39.3% |
| Participant deferral / active EE | $2,545 | $2,288+11.2% | $3,603-29.4% | $3,967-35.9% |
| Admin fee / account holder | $34 | $129-73.6% | $5,464-99.4% | $100-66.0% |