Filed December 20, 2000
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $23,999 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $20,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,793 | $102,553+157.2% | $151,611+74.0% | $66,914+294.2% |
| Participation rate | 67.5% | 85.5%-18.0pp | 87.5%-20.0pp | 69.8%-2.3pp |
| Annual return | -13.53% | -10.82%-2.7pp | 3.33%-16.9pp | 1.58%-15.1pp |
| Employer contribution / active EE | $768 | $4,180-81.6% | $6,166-87.5% | $2,544-69.8% |
| Participant deferral / active EE | $8,267 | $6,641+24.5% | $8,363-1.2% | $4,237+95.1% |
| Admin fee / account holder | $260 | $630-58.7% | $11,616-97.8% | $593-56.1% |