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 | $218,434 |
RETIREMENT ADVISORS, LLC2+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $50,666 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,659 | $37,213-12.2% | $156,549-79.1% | $63,975-49.0% |
| Participation rate | 85.0% | 65.0%+20.0pp | 84.0%+1.0pp | 71.1%+13.8pp |
| Annual return | 6.09% | 47.89%-41.8pp | 32.23%-26.1pp | 48.65%-42.6pp |
| Employer contribution / active EE | $746 | $1,357-45.0% | $5,501-86.4% | $2,182-65.8% |
| Participant deferral / active EE | $2,524 | $2,070+21.9% | $4,871-48.2% | $3,356-24.8% |
| Admin fee / account holder | $78 | $56+39.3% | $13,027-99.4% | $70+11.4% |