Filed November 10, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $60,225 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, INC. Service code 27 · EIN 83-1143379 | Advisory (Plan) | $26,895 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 26-6447574 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,537 | $26,479-41.3% | $74,701-79.2% | $77,787-80.0% |
| Participation rate | 75.9% | 37.6%+38.3pp | 54.5%+21.5pp | 73.2%+2.7pp |
| Annual return | 16.18% | 38.31%-22.1pp | 752.92%-736.7pp | 32.57%-16.4pp |
| Employer contribution / active EE | $245 | $440-44.3% | $1,084-77.4% | $2,504-90.2% |
| Participant deferral / active EE | $1,291 | $1,074+20.2% | $1,964-34.2% | $3,967-67.5% |
| Admin fee / account holder | $81 | $119-32.0% | $3,333-97.6% | $100-19.2% |