Filed September 28, 1999 (most recent of 3 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 |
|---|---|---|
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $99,027 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $47,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,586 | $140,769+169.7% | $101,326+274.6% | $140,769+169.7% |
| Participation rate | 96.8% | 74.2%+22.7pp | 81.5%+15.3pp | 74.2%+22.7pp |
| Annual return | 12.15% | 16.82%-4.7pp | 36.82%-24.7pp | 16.82%-4.7pp |
| Employer contribution / active EE | $4,892 | $3,906+25.3% | $3,665+33.5% | $3,906+25.3% |
| Participant deferral / active EE | $13,119 | $6,717+95.3% | $7,994+64.1% | $6,717+95.3% |
| Admin fee / account holder | $339 | $229+47.7% | $11,185-97.0% | $229+47.7% |