Filed June 25, 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 |
|---|---|---|
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $30,885 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,200 |
VEDDER PRICE10+ years Service code 29 · EIN 36-3254526 | Legal | $10,146 |
Filed as: FIDELITY INV INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $248,554 | $110,299+125.3% | $102,423+142.7% | $199,593+24.5% |
| Participation rate | 94.4% | 86.3%+8.1pp | 76.5%+17.9pp | 72.0%+22.4pp |
| Annual return | 14.43% | 35.73%-21.3pp | 29.32%-14.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $7,458 | $3,603+107.0% | $3,023+146.7% | $3,034+145.8% |
| Participant deferral / active EE | $10,135 | $6,376+59.0% | $5,053+100.6% | $5,087+99.3% |
| Admin fee / account holder | $11 | $122-90.6% | $9,451-99.9% | $269-95.7% |