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 GROUP5+ years Filed as: PFE ADVISORS INC. Service code 26 · EIN 71-1036677 | Advisory (Participants) | $163,268 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$206,612 |
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 | $176,978 | $105,247+68.2% | $87,100+103.2% | $77,787+127.5% |
| Participation rate | 98.0% | 85.8%+12.2pp | 76.9%+21.1pp | 73.2%+24.8pp |
| Annual return | 25.86% | 24.52%+1.3pp | 28.19%-2.3pp | 32.57%-6.7pp |
| Employer contribution / active EE | $4,061 | $2,895+40.3% | $2,521+61.1% | $2,504+62.1% |
| Participant deferral / active EE | $14,336 | $5,060+183.3% | $4,049+254.1% | $3,967+261.4% |
| Admin fee / account holder | $184 | $104+75.9% | $7,497-97.5% | $100+83.7% |