Filed June 17, 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 |
|---|---|---|
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $49,439 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$19,825 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,749 | $84,948-4.9% | $70,449+14.6% | $73,409+10.0% |
| Participation rate | 83.7% | 79.9%+3.7pp | 75.1%+8.6pp | 72.2%+11.5pp |
| Annual return | 17.76% | 13.39%+4.4pp | 109.03%-91.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $5,986 | $2,834+111.2% | $2,737+118.7% | $2,234+168.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $35 | $98-64.3% | $3,845-99.1% | $158-77.8% |