Filed March 7, 2001
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 |
|---|---|---|
THE PFE GROUP1+ years Filed as: PFE ADVISORS INC. Service code 15 · EIN 71-1036677 | Recordkeeping | $106,832 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $12,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,729 |
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 | $96,677 | $71,957+34.4% | $67,652+42.9% | $59,188+63.3% |
| Participation rate | 95.3% | 82.7%+12.6pp | 75.7%+19.6pp | 69.4%+25.9pp |
| Annual return | 68.01% | 8.53%+59.5pp | 6625.04%-6557.0pp | 5.51%+62.5pp |
| Employer contribution / active EE | $2,441 | $2,432+0.4% | $2,266+7.8% | $2,098+16.4% |
| Participant deferral / active EE | $7,581 | $4,211+80.0% | $3,560+113.0% | $3,265+132.2% |
| Admin fee / account holder | $32 | $64-50.6% | $4,821-99.3% | $92-65.6% |