Filed December 30, 2002
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $30,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,794 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,588 | $41,256+63.8% | $86,590-21.9% | $77,958-13.3% |
| Participation rate | 96.3% | 63.0%+33.3pp | 73.5%+22.8pp | 71.6%+24.7pp |
| Annual return | 19.42% | 17.67%+1.8pp | 964.84%-945.4pp | 20.87%-1.5pp |
| Employer contribution / active EE | $4,273 | $1,613+165.0% | $2,839+50.5% | $2,310+84.9% |
| Participant deferral / active EE | $4,897 | $2,332+110.0% | $3,609+35.7% | $3,537+38.5% |
| Admin fee / account holder | $9 | $71-87.6% | $4,906-99.8% | $97-91.0% |