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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $36,250 |
VEDDER PRICE7+ years Service code 29 · EIN 36-3254526 | Legal | $32,008 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 49 · EIN 82-1061233 | Other Services | $400 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$449,281 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,189 | $144,996+91.2% | $111,297+149.1% | $93,030+198.0% |
| Participation rate | 93.7% | 86.2%+7.6pp | 77.3%+16.4pp | 73.9%+19.8pp |
| Annual return | 13.64% | 18.26%-4.6pp | 54.65%-41.0pp | 158.70%-145.1pp |
| Employer contribution / active EE | $4,846 | $3,056+58.6% | $2,731+77.4% | $2,706+79.1% |
| Participant deferral / active EE | $9,157 | $5,587+63.9% | $4,487+104.1% | $4,562+100.7% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |