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 year Service code 16 · EIN 71-1036677 | Consulting | $75,308 |
THE PFE GROUP4+ years Filed as: PFE ADVISORS INC. Service code 16 · EIN 71-1036677 | Consulting | $31,266 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $26,208 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$218,791 |
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 | $137,939 | $78,852+74.9% | $76,768+79.7% | $75,289+83.2% |
| Participation rate | 97.8% | 85.0%+12.9pp | 77.0%+20.9pp | 72.4%+25.4pp |
| Annual return | -5.35% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $4,125 | $2,794+47.6% | $2,485+66.0% | $2,405+71.5% |
| Participant deferral / active EE | $14,708 | $4,800+206.4% | $3,852+281.9% | $3,739+293.4% |
| Admin fee / account holder | $65 | $79-17.7% | $6,675-99.0% | $102-36.4% |