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 LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,687 |
VEDDER PRICE8+ years Service code 29 · EIN 36-3254526 | Legal | $3,913 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 49 | Other Services | $400 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$495,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,899 | $130,141+59.0% | $86,677+138.7% | $77,904+165.6% |
| Participation rate | 94.1% | 85.9%+8.1pp | 76.6%+17.5pp | 73.7%+20.4pp |
| Annual return | -16.03% | -12.75%-3.3pp | 35.91%-51.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $4,990 | $3,220+55.0% | $2,836+75.9% | $2,848+75.2% |
| Participant deferral / active EE | $9,143 | $5,757+58.8% | $4,656+96.4% | $4,806+90.2% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |