Filed February 17, 2014 (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 |
|---|---|---|
THE PFE GROUP1 year Service code 27 · EIN 71-1036677 | Advisory (Plan) | $17,666 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,201 |
PSA FINANCIAL ADVISORS, INC2+ years Filed as: PSA FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1569934 | Advisory (Plan) | $5,455 |
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 | $32,456 | $68,408-52.6% | $57,179-43.2% | $57,658-43.7% |
| Participation rate | 80.2% | 79.1%+1.1pp | 75.3%+4.9pp | 70.2%+10.0pp |
| Annual return | 6.42% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,180 | $2,869-24.0% | $2,682-18.7% | $1,974+10.5% |
| Participant deferral / active EE | $2,247 | $2,903-22.6% | $3,096-27.4% | $3,061-26.6% |
| Admin fee / account holder | $16 | $70-77.1% | $3,139-99.5% | $95-83.1% |