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 | Direct payment from the plan; Recordk... | $261,900 |
THE BOGDAHN GROUP2+ years Service code 16 · EIN 59-3676225 | Consulting | $73,718 |
WARREN AVERETT, LLC2+ years Service code 10 · EIN 45-4084437 | Accounting | $32,419 |
Filed as: BRADLEY ARANT BOULT CUMMINGS, LLP Service code 29 · EIN 63-0243316 | Legal | $14,350 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,902 | $43,110-14.4% | $156,549-76.4% | $65,292-43.5% |
| Participation rate | 57.4% | 69.3%-11.9pp | 84.0%-26.6pp | 72.4%-15.0pp |
| Annual return | 8.12% | 11.24%-3.1pp | 32.23%-24.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $584 | $1,702-65.7% | $5,501-89.4% | $2,302-74.6% |
| Participant deferral / active EE | $1,762 | $2,520-30.1% | $4,871-63.8% | $3,579-50.8% |
| Admin fee / account holder | $75 | $47+59.7% | $13,027-99.4% | $57+31.5% |