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 LLP3 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $25,505 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $19,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,715 | $79,124+3.3% | $60,874+34.2% | $64,808+26.1% |
| Participation rate | 81.0% | 77.7%+3.3pp | 73.1%+7.9pp | 71.5%+9.5pp |
| Annual return | -13.91% | -7.13%-6.8pp | 16.90%-30.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $8,498 | $3,050+178.6% | $2,701+214.6% | $2,506+239.1% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $58 | $106-45.2% | $3,224-98.2% | $188-69.2% |