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 ADVISORS4+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $22,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,822 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,494 | $37,884+54.4% | $79,464-26.4% | $75,289-22.3% |
| Participation rate | 93.4% | 65.0%+28.4pp | 73.3%+20.0pp | 72.4%+21.0pp |
| Annual return | -5.50% | 1.06%-6.6pp | 718.14%-723.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $4,670 | $1,680+178.0% | $2,800+66.8% | $2,405+94.2% |
| Participant deferral / active EE | $5,500 | $2,569+114.1% | $3,704+48.5% | $3,739+47.1% |
| Admin fee / account holder | -$17 | $77-121.9% | $5,113-100.3% | $102-116.4% |