Filed March 30, 2004 (most recent of 3 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 |
|---|---|---|
DORSEY & WHITNEY LLP1 year Filed as: DORSEY & WHITNEY, LLP Service code 29 · EIN 41-0223337 | Legal | $11,696 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,311 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,901 | $88,730+61.1% | $82,313+73.6% | $77,958+83.3% |
| Participation rate | 86.9% | 84.5%+2.3pp | 76.9%+10.0pp | 71.6%+15.2pp |
| Annual return | 17.41% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $3,676 | $2,758+33.3% | $2,428+51.4% | $2,310+59.1% |
| Participant deferral / active EE | $4,561 | $4,634-1.6% | $3,706+23.1% | $3,537+29.0% |
| Admin fee / account holder | $2 | $74-97.9% | $5,608-100.0% | $97-98.4% |