Filed August 24, 2001
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 16 · EIN 36-4291971 | Consulting | $58,493 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $48,939 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $45,500 |
WILKINS FINSTON LAW GROUP LLP2+ years Service code 29 · EIN 27-5546855 | Legal | $18,137 |
TRAVISWOLFF1+ years Filed as: TRAVISWOLFF LLP Service code 16 · EIN 20-8185533 | Consulting | $11,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,684 | $86,496+7.2% | $80,975+14.5% | $329,111-71.8% |
| Participation rate | 54.8% | 80.0%-25.2pp | 75.8%-21.1pp | 67.9%-13.1pp |
| Annual return | 9.18% | 20.13%-11.0pp | 17.10%-7.9pp | 16.35%-7.2pp |
| Employer contribution / active EE | $1,158 | $2,395-51.7% | $3,714-68.8% | $2,303-49.7% |
| Participant deferral / active EE | $3,515 | $5,350-34.3% | $5,696-38.3% | $3,682-4.5% |
| Admin fee / account holder | $25 | $69-64.1% | $5,516-99.5% | $754-96.7% |