Filed May 23, 2003 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,015 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT Service code 16 · EIN 36-4001764 | Consulting | $76,250 |
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $57,060 |
CUTRARA & COMPANY3 years Service code 16 · EIN 36-2887252 | Consulting | $34,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $211,432 | $122,186+73.0% | $146,958+43.9% | $199,593+5.9% |
| Participation rate | 78.9% | 78.3%+0.6pp | 82.2%-3.2pp | 72.0%+6.9pp |
| Annual return | 73.32% | 30.56%+42.8pp | 418.34%-345.0pp | 34.25%+39.1pp |
| Employer contribution / active EE | $2,938 | $4,093-28.2% | $4,933-40.5% | $3,034-3.2% |
| Participant deferral / active EE | $10,990 | $8,502+29.3% | $8,070+36.2% | $5,087+116.0% |
| Admin fee / account holder | $62 | $179-65.3% | $12,998-99.5% | $269-76.9% |