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 | Recordkeeping and information managem... | $147,703 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 14 · EIN 03-0271340 | Plan Administrator | $28,900 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 16 · EIN 76-0772781 | Consulting | $27,500 |
CARON & BLETZER, PLLC2+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,750 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $2,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,348 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $534 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
DEAWM TRUST COMPANY2+ years Filed as: DEAWM TRUST COPMANY Service code 21 | Bank Trustee | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $42,939 | $37,213+15.4% | $156,549-72.6% | $63,975-32.9% |
| Participation rate | 96.6% | 65.0%+31.6pp | 84.0%+12.6pp | 71.1%+25.5pp |
| Annual return | 7.48% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,266 | $1,357+67.0% | $5,501-58.8% | $2,182+3.9% |
| Participant deferral / active EE | $2,830 | $2,070+36.7% | $4,871-41.9% | $3,356-15.7% |
| Admin fee / account holder | $126 | $56+123.4% | $13,027-99.0% | $70+78.7% |