Filed June 13, 2002 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $763,583 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $716,932 |
KREITLER FINANCIAL, LLC5 years Service code 28 · EIN 06-1340298 | Investment Management | $476,149 |
Filed as: ASSETMARK,INC. Service code 28 · EIN 58-2113323 | Investment Management | $93,464 |
TIDEWATER WEALTH MANAGEMENT2 years Service code 28 · EIN 87-3087476 | Investment Management | $58,230 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 28 · EIN 38-2340348 | Investment Management | $48,197 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $29,675 |
Filed as: COMMONWEALTH FINANCIAL NETWORK(H/O) Service code 28 · EIN 04-2675571 | Investment Management | $27,276 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $328,756 | $145,906+125.3% | $67,502+387.0% | $106,382+209.0% |
| Participation rate | 97.3% | 67.1%+30.1pp | 72.9%+24.4pp | 69.9%+27.4pp |
| Annual return | 12.25% | 15.10%-2.9pp | 3512.12%-3499.9pp | 17.37%-5.1pp |
| Employer contribution / active EE | $13,356 | $6,028+121.6% | $2,731+389.1% | $3,364+297.1% |
| Participant deferral / active EE | $12,243 | $5,093+140.4% | $4,000+206.1% | $5,569+119.9% |
| Admin fee / account holder | $89 | $38+135.5% | $3,998-97.8% | $79+12.5% |