Filed June 7, 2002
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 | Direct payment from the plan; Finders... | $26,005 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $6,070 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,145 | $73,404-67.1% | $87,100-72.3% | $67,579-64.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 22.53% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,742 | $2,014+36.2% | $2,521+8.8% | $2,148+27.7% |
| Participant deferral / active EE | $2,658 | $3,913-32.1% | $4,049-34.4% | $3,539-24.9% |
| Admin fee / account holder | $87 | $142-38.3% | $7,497-98.8% | $142-38.6% |