Filed June 24, 2003
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $107,484 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $66,875 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,250 |
ROPES & GRAY LLP8 years Service code 29 · EIN 04-2233412 | Legal | $17,823 |
Filed as: FIDELITY INV INST OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $16,223 |
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 | $259,080 | $101,499+155.3% | $147,005+76.2% | $74,546+247.5% |
| Participation rate | 77.9% | 75.5%+2.4pp | 82.2%-4.3pp | 67.2%+10.7pp |
| Annual return | 12.25% | 8732.34%-8720.1pp | 418.76%-406.5pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $8,559 | $3,811+124.6% | $4,934+73.5% | $2,624+226.1% |
| Participant deferral / active EE | $6,165 | $7,304-15.6% | $8,070-23.6% | $4,347+41.8% |
| Admin fee / account holder | $270 | $1,748-84.5% | $13,006-97.9% | $1,944-86.1% |