Filed May 23, 2001 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,149 |
Service code 99 · EIN 81-0635433 | Other Fees | $18,750 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,260 |
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 | $60,185 | $80,005-24.8% | $140,016-57.0% | $55,725+8.0% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.8pp |
| Annual return | -2.70% | 0.46%-3.2pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $3,725 | $3,403+9.5% | $5,606-33.5% | $2,078+79.3% |
| Participant deferral / active EE | $4,744 | $5,264-9.9% | $6,927-31.5% | $3,356+41.4% |
| Admin fee / account holder | $102 | $116-11.9% | $10,705-99.0% | $115-11.6% |