Filed December 18, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALTMAN & CRONIN BENEFIT CONSULTANTS1+ years Filed as: ALTMAN & CRONIN Service code 49 · EIN 94-3253397 | Other Services | $88,153 |
GOVATOS1+ years Service code 16 · EIN 23-2986828 | Consulting | $38,595 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $24,016 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 21 · EIN 27-2510082 | Bank Trustee | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$215,171 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,011 | $86,791+258.3% | $115,037+170.4% | $59,188+425.5% |
| Participation rate | 87.6% | 72.8%+14.8pp | 81.4%+6.2pp | 69.4%+18.2pp |
| Annual return | 6.11% | 4.44%+1.7pp | 26.14%-20.0pp | 5.51%+0.6pp |
| Employer contribution / active EE | $10,474 | $2,950+255.1% | $4,608+127.3% | $2,098+399.2% |
| Participant deferral / active EE | $9,418 | $5,298+77.8% | $6,026+56.3% | $3,265+188.5% |
| Admin fee / account holder | $271 | $95+185.4% | $8,175-96.7% | $92+193.8% |