Filed March 6, 2001 (most recent of 2 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,207 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,837 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS, P.C. Service code 29 · EIN 46-3862389 | Legal | $9,512 |
CORNWELL JACKSON1+ years Filed as: CORNWELL JACKSON, PLLC Service code 10 · EIN 75-2621713 | Accounting | $7,757 |
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 | $58,459 | $88,646-34.1% | $90,223-35.2% | $59,188-1.2% |
| Participation rate | 85.1% | 84.8%+0.3pp | 79.0%+6.0pp | 69.4%+15.7pp |
| Annual return | 1.55% | 11.82%-10.3pp | 1.31%+0.2pp | 5.51%-4.0pp |
| Employer contribution / active EE | $2,714 | $5,463-50.3% | $4,378-38.0% | $2,098+29.4% |
| Participant deferral / active EE | $5,530 | $6,586-16.0% | $5,792-4.5% | $3,265+69.4% |
| Admin fee / account holder | $61 | $63-2.7% | $7,406-99.2% | $92-33.8% |