Filed July 5, 2000 (most recent of 8 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $696,063 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,982 |
FIDUCIENT ADVISORS LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
AON CONSULTING1+ years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $34,125 |
Filed as: MCCONNELL JONES Service code 10 · EIN 76-0488832 | Accounting | $30,775 |
CROWE LLP1+ years Service code 16 · EIN 35-0921680 | Consulting | $6,463 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,905 | $53,531-6.8% | $86,188-42.1% | $96,393-48.2% |
| Participation rate | 24.8% | 53.4%-28.6pp | 69.0%-44.1pp | 71.3%-46.4pp |
| Annual return | 0.00% | 20.51%-20.5pp | 1168.45%-1168.4pp | 22.88%-22.9pp |
| Employer contribution / active EE | $541 | $1,158-53.3% | $2,380-77.3% | $3,238-83.3% |
| Participant deferral / active EE | $1,041 | $1,965-47.0% | $3,985-73.9% | $5,455-80.9% |
| Admin fee / account holder | $46 | $55-17.4% | $6,852-99.3% | $74-38.0% |