Filed June 7, 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 |
|---|---|---|
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $16,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,693 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,250 |
Filed as: TRANSAMERICA CORPORATION Service code 49 · EIN 42-1484983 | Other Services | $5,878 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $2,539 |
Annual investment return 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 | $27,370 | $185,342-85.2% | $111,297-75.4% | $86,799-68.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 9.70% | 500.80%-491.1pp | 54.65%-44.9pp | 97.91%-88.2pp |
| Employer contribution / active EE | $2,541 | $2,246+13.1% | $2,731-7.0% | $2,405+5.6% |
| Participant deferral / active EE | $2,843 | $4,458-36.2% | $4,487-36.6% | $4,131-31.2% |
| Admin fee / account holder | $131 | $255-48.8% | $7,964-98.4% | $170-22.9% |