Filed July 20, 2001 (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 |
|---|---|---|
MERCER5 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $53,887 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $29,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$205,611 |
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 | $193,077 | $241,101-19.9% | $103,333+86.8% | $199,593-3.3% |
| Participation rate | 95.5% | 78.3%+17.3pp | 74.5%+21.0pp | 72.0%+23.6pp |
| Annual return | 15.50% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.7pp |
| Employer contribution / active EE | $10,389 | $4,244+144.8% | $3,868+168.6% | $3,034+242.4% |
| Participant deferral / active EE | $11,803 | $3,958+198.2% | $5,057+133.4% | $5,087+132.0% |
| Admin fee / account holder | $82 | $288-71.3% | $8,355-99.0% | $269-69.3% |