Filed March 12, 2004 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,399 |
CROWE LLP7 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,232 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,534 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $11,884 |
KING & SPALDING LLP8 years Service code 29 · EIN 58-0520153 | Legal | $6,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,505 | $89,808+123.3% | $100,391+99.7% | $77,643+158.2% |
| Participation rate | 70.6% | 81.2%-10.6pp | 81.5%-10.9pp | 70.6%0pp |
| Annual return | 13.72% | 20.62%-6.9pp | 49.20%-35.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,223 | $3,039-26.8% | $3,942-43.6% | $2,726-18.4% |
| Participant deferral / active EE | $6,581 | $8,284-20.6% | $8,082-18.6% | $4,647+41.6% |
| Admin fee / account holder | $188 | $174+7.6% | $7,899-97.6% | $430-56.4% |