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 | $618,379 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,580 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $87,343 |
REHMANN ROBSON3+ years Service code 10 · EIN 38-2775013 | Accounting | $14,600 |
MILLER JOHNSON3+ years Service code 29 · EIN 38-1603110 | Legal | $14,383 |
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 | $43,431 | $79,240-45.2% | $117,854-63.1% | $80,976-46.4% |
| Participation rate | 68.9% | 68.1%+0.9pp | 79.7%-10.7pp | 68.3%+0.7pp |
| Annual return | 17.88% | 34.09%-16.2pp | 335.08%-317.2pp | 22.91%-5.0pp |
| Employer contribution / active EE | $499 | $2,142-76.7% | $3,786-86.8% | $2,402-79.2% |
| Participant deferral / active EE | $1,476 | $3,102-52.4% | $4,482-67.1% | $3,848-61.6% |
| Admin fee / account holder | $74 | $65+14.2% | $8,020-99.1% | $67+10.1% |