Filed October 18, 2004
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 |
|---|---|---|
NEPC, LLC10+ years Service code 16 · EIN 26-1429809 | Consulting | $124,367 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,737 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $35,700 |
WARNER NORCROSS & JUDD LLP10+ years Filed as: WARNER NORCROSS & JU Service code 29 · EIN 38-1422647 | Legal | $25,433 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,371 | $2,679,533-94.1% | $164,813-3.3% | $199,593-20.2% |
| Participation rate | 97.6% | 78.3%+19.3pp | 78.6%+19.0pp | 72.0%+25.6pp |
| Annual return | 19.13% | 17.93%+1.2pp | 69.93%-50.8pp | 34.25%-15.1pp |
| Employer contribution / active EE | $10,295 | $2,970+246.6% | $4,341+137.2% | $3,034+239.3% |
| Participant deferral / active EE | $10,573 | $5,010+111.1% | $6,031+75.3% | $5,087+107.9% |
| Admin fee / account holder | $111 | $1,982-94.4% | $12,690-99.1% | $269-58.6% |