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 GROUP2+ years Filed as: PFE ADVISORS INC. Service code 16 · EIN 71-1036677 | Consulting | $108,115 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $32,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,986 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,287 | $80,211+38.7% | $74,183+50.0% | $63,975+74.0% |
| Participation rate | 96.1% | 84.2%+11.9pp | 76.6%+19.5pp | 71.1%+25.0pp |
| Annual return | 10.55% | 14.13%-3.6pp | 17.74%-7.2pp | 48.65%-38.1pp |
| Employer contribution / active EE | $4,106 | $2,553+60.8% | $2,370+73.3% | $2,182+88.2% |
| Participant deferral / active EE | $12,853 | $4,370+194.1% | $3,550+262.1% | $3,356+282.9% |
| Admin fee / account holder | $7 | $67-89.7% | $5,586-99.9% | $70-90.2% |