Filed October 18, 2004
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+ years Service code 16 · EIN 71-1036677 | Consulting | $46,800 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $37,200 |
PSA FINANCIAL ADVISORS, INC2+ years Filed as: PSA INSURANCE & FINANCIAL SERVICES Service code 27 · EIN 52-1199550 | Advisory (Plan) | $18,750 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $8,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,366 | $70,106+140.2% | $80,975+107.9% | $63,975+163.2% |
| Participation rate | 92.0% | 79.4%+12.6pp | 75.8%+16.2pp | 71.1%+20.8pp |
| Annual return | 8.95% | 13.93%-5.0pp | 17.10%-8.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,721 | $2,042+33.3% | $3,714-26.7% | $2,182+24.7% |
| Participant deferral / active EE | $8,229 | $5,245+56.9% | $5,696+44.5% | $3,356+145.2% |
| Admin fee / account holder | $62 | $57+8.5% | $5,516-98.9% | $70-12.2% |