Filed January 4, 2002 (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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $494,701 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,363 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $80,435 |
MILLER JOHNSON2+ years Service code 29 · EIN 38-1603110 | Legal | $20,557 |
REHMANN ROBSON2+ years Service code 10 · EIN 38-2775013 | Accounting | $14,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,097 | $79,480-50.8% | $108,579-64.0% | $329,111-88.1% |
| Participation rate | 66.5% | 72.0%-5.5pp | 79.6%-13.0pp | 67.9%-1.3pp |
| Annual return | 7.20% | 18.07%-10.9pp | -51.70%+58.9pp | 16.35%-9.2pp |
| Employer contribution / active EE | $870 | $2,317-62.5% | $3,758-76.9% | $2,303-62.2% |
| Participant deferral / active EE | $1,429 | $3,243-55.9% | $4,311-66.9% | $3,682-61.2% |
| Admin fee / account holder | $63 | $68-6.6% | $7,645-99.2% | $754-91.6% |