Filed December 6, 2002
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $234,025 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,697 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $78,211 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,497 | $128,899-24.4% | $113,168-13.8% | $102,872-5.2% |
| Participation rate | 51.6% | 87.0%-35.5pp | 76.6%-25.0pp | 73.0%-21.5pp |
| Annual return | 15.27% | 15.88%-0.6pp | 24.27%-9.0pp | 19.06%-3.8pp |
| Employer contribution / active EE | $1,392 | $3,713-62.5% | $2,975-53.2% | $3,526-60.5% |
| Participant deferral / active EE | $2,743 | $6,787-59.6% | $5,107-46.3% | $5,535-50.4% |
| Admin fee / account holder | $140 | $129+8.5% | $12,068-98.8% | $292-52.0% |