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 | $229,995 |
RETIREMENT ADVISORS, LLC5+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $14,391 |
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 | $46,682 | $47,456-1.6% | $172,739-73.0% | $77,787-40.0% |
| Participation rate | 96.4% | 66.3%+30.1pp | 82.6%+13.7pp | 73.2%+23.2pp |
| Annual return | 22.05% | 35.57%-13.5pp | 802.84%-780.8pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,221 | $1,574-22.4% | $5,143-76.3% | $2,504-51.3% |
| Participant deferral / active EE | $3,888 | $2,560+51.9% | $5,198-25.2% | $3,967-2.0% |
| Admin fee / account holder | $71 | $81-11.8% | $13,954-99.5% | $100-28.7% |