Filed April 2, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $285,902 |
Filed as: PROCYON ADVISORS, LLC Service code 70 · EIN 82-1652002 | Consulting Fees | $139,157 |
CROWE LLP5 years Service code 16 · EIN 35-0921680 | Consulting | $22,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $183,260 | $81,357+125.3% | $75,972+141.2% | $199,593-8.2% |
| Participation rate | 98.1% | 69.9%+28.1pp | 69.1%+29.0pp | 72.0%+26.1pp |
| Annual return | 17.79% | 16.32%+1.5pp | 359.55%-341.8pp | 34.25%-16.5pp |
| Employer contribution / active EE | $17,476 | $3,341+423.1% | $2,685+550.9% | $3,034+476.0% |
| Participant deferral / active EE | $14,532 | $4,710+208.5% | $4,255+241.5% | $5,087+185.7% |
| Admin fee / account holder | $72 | $144-50.4% | $6,467-98.9% | $269-73.4% |