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 LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $35,010 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,066 |
VEDDER PRICE5+ years Service code 29 · EIN 36-3254526 | Legal | $6,630 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$379,687 |
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 | $234,610 | $105,247+122.9% | $87,100+169.4% | $77,787+201.6% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 22.09% | 24.52%-2.4pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $5,286 | $2,895+82.6% | $2,521+109.6% | $2,504+111.1% |
| Participant deferral / active EE | $9,751 | $5,060+92.7% | $4,049+140.9% | $3,967+145.8% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |