Filed January 4, 2002
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 9-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 12 · EIN 13-3689044 | Investment management; Direct payment... | $161,251 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 16 · EIN 76-0772781 | Consulting | $16,500 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 14 · EIN 03-0271340 | Plan Administrator | $9,500 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,095 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELEWARE INC Service code 29 · EIN 53-0181291 | Legal | $4,420 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,595 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $2,279 |
DEAWM TRUST COMPANY1+ years Filed as: DEAWM TRUST COPMANY Service code 21 | Bank Trustee | $1,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,490 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $572 |
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 | $44,539 | $37,039+20.3% | $147,614-69.8% | $59,188-24.8% |
| Participation rate | 93.1% | 63.8%+29.3pp | 84.6%+8.5pp | 69.4%+23.7pp |
| Annual return | 0.68% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,233 | $1,353+65.0% | $5,564-59.9% | $2,098+6.4% |
| Participant deferral / active EE | $2,828 | $2,094+35.0% | $4,895-42.2% | $3,265-13.4% |
| Admin fee / account holder | $128 | $60+112.3% | $11,611-98.9% | $92+38.6% |