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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $105,587 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $67,500 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,000 |
Filed as: FIDELITY INV INST OPS CO., INC. Service code 10 · EIN 04-2647786 | Accounting | $24,281 |
ROPES & GRAY LLP9 years Service code 29 · EIN 04-2233412 | Legal | $5,265 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $276,848 | $100,923+174.3% | $150,045+84.5% | $74,304+272.6% |
| Participation rate | 75.3% | 70.1%+5.2pp | 82.3%-7.1pp | 60.3%+14.9pp |
| Annual return | 13.07% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $8,768 | $3,463+153.2% | $4,693+86.8% | $2,241+291.2% |
| Participant deferral / active EE | $6,432 | $6,709-4.1% | $7,997-19.6% | $3,767+70.7% |
| Admin fee / account holder | $277 | $2,767-90.0% | $13,435-97.9% | $2,969-90.7% |