Filed October 25, 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 13 · EIN 06-1050034 | Contract Administrator | $77,608 |
RETIREMENT ADVISORS, LLC1+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $28,471 |
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 | $32,110 | $37,039-13.3% | $147,614-78.2% | $59,188-45.7% |
| Participation rate | 83.3% | 63.8%+19.5pp | 84.6%-1.3pp | 69.4%+13.9pp |
| Annual return | -0.05% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.6pp |
| Employer contribution / active EE | $853 | $1,353-36.9% | $5,564-84.7% | $2,098-59.3% |
| Participant deferral / active EE | $2,502 | $2,094+19.5% | $4,895-48.9% | $3,265-23.4% |
| Admin fee / account holder | $46 | $60-24.1% | $11,611-99.6% | $92-50.4% |