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 LLP6 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $49,810 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$53,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,814 | $96,018-11.7% | $65,493+29.5% | $85,563-0.9% |
| Participation rate | 89.8% | 74.8%+15.0pp | 73.1%+16.7pp | 66.0%+23.8pp |
| Annual return | 17.77% | 14.51%+3.3pp | 982.45%-964.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $2,639 | $3,235-18.4% | $2,574+2.5% | $2,654-0.6% |
| Participant deferral / active EE | $5,168 | $4,055+27.5% | $3,961+30.5% | $4,375+18.1% |
| Admin fee / account holder | $85 | $271-68.6% | $5,028-98.3% | $834-89.8% |