Filed March 19, 2003
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 |
|---|---|---|
Filed as: CONSTANGY BROOKS SMITH PROPHETE LLP Service code 16 · EIN 58-0616335 | Consulting | $512,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $261,133 |
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 | $84,058 | $106,222-20.9% | $138,135-39.1% | $106,222-20.9% |
| Participation rate | 90.2% | 70.8%+19.4pp | 78.7%+11.5pp | 70.8%+19.4pp |
| Annual return | 16.10% | 21.69%-5.6pp | 20.51%-4.4pp | 21.69%-5.6pp |
| Employer contribution / active EE | $6,221 | $2,723+128.4% | $5,587+11.4% | $2,723+128.4% |
| Participant deferral / active EE | $4,012 | $4,600-12.8% | $6,431-37.6% | $4,600-12.8% |
| Admin fee / account holder | $19 | $78-76.2% | $11,856-99.8% | $78-76.2% |