Filed October 15, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $161,111 |
AON CONSULTING7 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $37,502 |
VEDDER PRICE8 years Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $30,381 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $25,200 |
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 | $105,666 | $2,679,533-96.1% | $164,813-35.9% | $199,593-47.1% |
| Participation rate | 91.3% | 78.3%+13.0pp | 78.6%+12.7pp | 72.0%+19.3pp |
| Annual return | 14.87% | 17.93%-3.1pp | 69.93%-55.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,621 | $2,970-45.4% | $4,341-62.7% | $3,034-46.6% |
| Participant deferral / active EE | $5,191 | $5,010+3.6% | $6,031-13.9% | $5,087+2.0% |
| Admin fee / account holder | $65 | $1,982-96.7% | $12,690-99.5% | $269-75.8% |