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 LLP2 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 PRUDENTIAL TOWER · BOSTON, MA 021993600 | Legal | $30,785 |
Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PK · BRAINTREE, MA 02184 | Advisory (Plan) | $19,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 3570 CARMEL MOUNTAIN RD, SUITE 150 · SAN DIEGO, CA 92130 | Advisory (Plan) | $19,000 |
Filed as: FIDELITY INVESTMENTS INTERNATIONAL Service code 64 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Recordkeeping Fees | -$1,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $911,140 | $94,833+860.8% | $75,696+1103.7% | $86,799+949.7% |
| Participation rate | 0.0% | 79.1%-79.1pp | 74.8%-74.8pp | 72.3%-72.3pp |
| Annual return | 21.41% | 16.91%+4.5pp | 104.53%-83.1pp | 97.91%-76.5pp |
| Employer contribution / active EE | $3,233 | $2,904+11.3% | $2,743+17.9% | $2,405+34.4% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $793 | $109+630.2% | $3,619-78.1% | $170+367.8% |