Filed October 18, 2004
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $255,093 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,742 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,059 |
Service code 16 · EIN 53-0181291 | Consulting | $15,520 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $8,054 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $7,098 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SERVICES Service code 49 · EIN 82-1061233 | Other Services | $6,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,383 | $159,391-6.9% | $102,423+44.9% | $99,062+49.8% |
| Participation rate | 98.7% | 88.6%+10.1pp | 76.5%+22.2pp | 71.6%+27.1pp |
| Annual return | 14.90% | 19.03%-4.1pp | 29.32%-14.4pp | 17.66%-2.8pp |
| Employer contribution / active EE | $6,147 | $4,207+46.1% | $3,023+103.3% | $3,262+88.4% |
| Participant deferral / active EE | $8,032 | $7,498+7.1% | $5,053+59.0% | $5,331+50.7% |
| Admin fee / account holder | $38 | $159-76.1% | $9,451-99.6% | $109-65.1% |