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 ADVISORS5+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $40,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,085 | $44,794+78.8% | $90,281-11.3% | $77,787+3.0% |
| Participation rate | 91.3% | 66.6%+24.7pp | 73.3%+18.0pp | 73.2%+18.1pp |
| Annual return | 24.26% | 28.23%-4.0pp | 78.10%-53.8pp | 32.57%-8.3pp |
| Employer contribution / active EE | $4,710 | $1,809+160.4% | $2,854+65.0% | $2,504+88.0% |
| Participant deferral / active EE | $5,835 | $2,642+120.9% | $3,885+50.2% | $3,967+47.1% |
| Admin fee / account holder | $1 | $94-99.0% | $5,351-100.0% | $100-99.0% |