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 GROUP3+ years Filed as: PFE ADVISORS INC. Service code 16 · EIN 71-1036677 | Consulting | $78,119 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $30,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,331 |
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 | $139,997 | $88,730+57.8% | $82,313+70.1% | $77,958+79.6% |
| Participation rate | 85.2% | 84.5%+0.7pp | 76.9%+8.3pp | 71.6%+13.6pp |
| Annual return | 22.94% | 20.88%+2.1pp | 25.88%-2.9pp | 20.87%+2.1pp |
| Employer contribution / active EE | $3,472 | $2,758+25.9% | $2,428+43.0% | $2,310+50.3% |
| Participant deferral / active EE | $11,240 | $4,634+142.5% | $3,706+203.3% | $3,537+217.8% |
| Admin fee / account holder | $7 | $74-90.3% | $5,608-99.9% | $97-92.6% |