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 | $123,628 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, INC. Service code 27 · EIN 83-1143379 | Advisory (Plan) | $23,610 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 26-6447574 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,828 | $29,369-35.9% | $77,482-75.7% | $73,409-74.4% |
| Participation rate | 68.6% | 37.9%+30.7pp | 54.2%+14.5pp | 72.2%-3.5pp |
| Annual return | 11.54% | 358.15%-346.6pp | 54.79%-43.2pp | 59.29%-47.8pp |
| Employer contribution / active EE | $200 | $406-50.7% | $986-79.7% | $2,234-91.0% |
| Participant deferral / active EE | $1,043 | $941+10.9% | $1,861-44.0% | $3,805-72.6% |
| Admin fee / account holder | $151 | $123+23.4% | $2,858-94.7% | $158-4.1% |