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 GROUP6+ years Filed as: PFE ADVISORS INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $36,165 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$254,156 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,753 | $176,491+31.9% | $95,952+142.6% | $90,288+157.8% |
| Participation rate | 98.3% | 86.6%+11.7pp | 77.1%+21.2pp | 73.4%+24.9pp |
| Annual return | 23.80% | 20.14%+3.7pp | 91.61%-67.8pp | 53.97%-30.2pp |
| Employer contribution / active EE | $4,394 | $2,789+57.6% | $2,541+72.9% | $2,524+74.1% |
| Participant deferral / active EE | $16,284 | $5,340+205.0% | $4,167+290.8% | $4,232+284.8% |
| Admin fee / account holder | $167 | $154+8.5% | $6,795-97.5% | $114+46.6% |