Filed April 30, 2001 (most recent of 4 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.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $290,460 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $79,958 |
CLARK NUBER3 years Service code 10 · EIN 91-1194016 | Accounting | $22,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$474,990 |
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 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 | $115,281 | $57,606+100.1% | $67,313+71.3% | $75,289+53.1% |
| Participation rate | 90.9% | 68.2%+22.7pp | 69.1%+21.8pp | 72.4%+18.5pp |
| Annual return | -4.65% | -0.47%-4.2pp | -4.08%-0.6pp | -0.04%-4.6pp |
| Employer contribution / active EE | $5,255 | $2,206+138.2% | $2,566+104.8% | $2,405+118.5% |
| Participant deferral / active EE | $5,565 | $3,195+74.2% | $3,568+55.9% | $3,739+48.8% |
| Admin fee / account holder | $86 | $83+3.8% | $4,507-98.1% | $102-16.0% |