Filed May 2, 2001 (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 |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $31,586 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $18,894 |
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 | $68,687 | $63,905+7.5% | $74,183-7.4% | $57,658+19.1% |
| Participation rate | 98.1% | 79.8%+18.3pp | 76.6%+21.5pp | 70.2%+27.8pp |
| Annual return | 8.19% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,882 | $1,840+2.3% | $2,370-20.6% | $1,974-4.6% |
| Participant deferral / active EE | $2,623 | $3,448-23.9% | $3,550-26.1% | $3,061-14.3% |
| Admin fee / account holder | $21 | $91-76.9% | $5,586-99.6% | $95-77.7% |