Filed July 20, 2001 (most recent of 2 filings on file)
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 |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES, INC Service code 27 · EIN 41-1567437 | Advisory (Plan) | $71,373 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $26,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,819 | $54,392+120.3% | $84,750+41.4% | $63,975+87.3% |
| Participation rate | 97.3% | 76.9%+20.4pp | 76.6%+20.7pp | 71.1%+26.2pp |
| Annual return | 7.18% | 611.38%-604.2pp | 22.78%-15.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $10,660 | $2,943+262.2% | $3,574+198.2% | $2,182+388.6% |
| Participant deferral / active EE | $8,075 | $2,593+211.5% | $3,712+117.6% | $3,356+140.6% |
| Admin fee / account holder | $21 | $136-84.6% | $5,332-99.6% | $70-70.3% |