Filed March 1, 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 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 |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3532603 | Advisory (Participants) | $294,583 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $90,766 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDING INC Service code 13 · EIN 20-8764829 | Contract Administrator | $62,541 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISOR SERVICES Service code 26 · EIN 74-2708841 | Advisory (Participants) | $48,686 |
CROWE LLP2 years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $31,700 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -2.57% | 8.76%-11.3pp | 6.74%-9.3pp | 8.76%-11.3pp |
| Employer contribution / active EE | $26,954 | $16,627+62.1% | $43,780-38.4% | $16,627+62.1% |
| Participant deferral / active EE | $0 | $888-100.0% | $44-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |