Filed July 7, 2003 (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 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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $73,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,826 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$68,065 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $259,153 | $122,693+111.2% | $184,203+40.7% | $199,593+29.8% |
| Participation rate | 98.0% | 86.8%+11.2pp | 86.8%+11.2pp | 72.0%+26.0pp |
| Annual return | 18.75% | 143.91%-125.2pp | 28.81%-10.1pp | 34.25%-15.5pp |
| Employer contribution / active EE | $15,460 | $4,584+237.2% | $6,427+140.5% | $3,034+409.5% |
| Participant deferral / active EE | $12,328 | $7,990+54.3% | $9,131+35.0% | $5,087+142.3% |
| Admin fee / account holder | $14 | $121-88.3% | $13,901-99.9% | $269-94.8% |