Filed May 20, 2002
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 |
|---|---|---|
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $5,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $513,157 | $155,364+230.3% | $103,476+395.9% | $77,643+560.9% |
| Participation rate | 97.7% | 85.5%+12.2pp | 80.5%+17.2pp | 70.6%+27.1pp |
| Annual return | 24.02% | 19.02%+5.0pp | 23.90%+0.1pp | 31.24%-7.2pp |
| Employer contribution / active EE | $4,882 | $5,949-17.9% | $4,672+4.5% | $2,726+79.1% |
| Participant deferral / active EE | $16,643 | $8,482+96.2% | $6,623+151.3% | $4,647+258.1% |
| Admin fee / account holder | $3 | $503-99.4% | $9,413-100.0% | $430-99.2% |