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 |
|---|---|---|
VEDDER PRICE6+ years Service code 29 · EIN 36-3254526 | Legal | $28,753 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,188 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$103,617 |
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 | $267,356 | $176,491+51.5% | $95,952+178.6% | $90,288+196.1% |
| Participation rate | 97.0% | 86.6%+10.4pp | 77.1%+19.9pp | 73.4%+23.6pp |
| Annual return | 15.03% | 20.14%-5.1pp | 91.61%-76.6pp | 53.97%-38.9pp |
| Employer contribution / active EE | $6,129 | $2,789+119.8% | $2,541+141.2% | $2,524+142.8% |
| Participant deferral / active EE | $11,598 | $5,340+117.2% | $4,167+178.3% | $4,232+174.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |