Filed November 25, 2002
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 |
|---|---|---|
TIAA10+ years Service code 37 · EIN 13-1624203 | Loan Processing | $201,850 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $146,513 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $120,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
ROPES & GRAY LLP7 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $29,169 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $7,800 |
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 | $246,859 | $117,739+109.7% | $65,493+276.9% | $117,739+109.7% |
| Participation rate | 70.5% | 76.6%-6.1pp | 73.1%-2.6pp | 76.6%-6.1pp |
| Annual return | 17.11% | 17.29%-0.2pp | 982.45%-965.3pp | 17.29%-0.2pp |
| Employer contribution / active EE | $7,469 | $3,746+99.4% | $2,574+190.1% | $3,746+99.4% |
| Participant deferral / active EE | $7,767 | $6,128+26.7% | $3,961+96.1% | $6,128+26.7% |
| Admin fee / account holder | $44 | $112-61.0% | $5,028-99.1% | $112-61.0% |