Filed March 16, 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 7-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 | Finders' fees / placement fees; Claim... | $445,014 |
THE BOGDAHN GROUP1+ years Service code 16 · EIN 59-3676225 | Consulting | $43,642 |
BRADLEY ARANT BOULT CUMMINGS L1+ years Filed as: BRADLEY, ARANT, BOULT & CUMMING Service code 29 · EIN 63-0243316 | Legal | $38,031 |
WARREN AVERETT, LLC1+ years Service code 10 · EIN 45-4084437 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $35,801 | $63,964-44.0% | $147,614-75.7% | $67,505-47.0% |
| Participation rate | 59.8% | 68.6%-8.7pp | 84.6%-24.8pp | 71.2%-11.4pp |
| Annual return | 1.06% | 9.05%-8.0pp | 61.98%-60.9pp | 6.52%-5.5pp |
| Employer contribution / active EE | $597 | $1,618-63.1% | $5,564-89.3% | $2,173-72.5% |
| Participant deferral / active EE | $1,786 | $2,589-31.0% | $4,895-63.5% | $3,597-50.3% |
| Admin fee / account holder | $113 | $43+163.9% | $11,611-99.0% | $56+101.1% |