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 PRICE1+ years Service code 29 · EIN 36-3254526 | Legal | $56,068 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $25,200 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $2,870 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,299 | $111,064-19.6% | $67,652+32.0% | $69,651+28.2% |
| Participation rate | 79.4% | 86.0%-6.6pp | 75.7%+3.8pp | 66.6%+12.9pp |
| Annual return | 0.99% | 2.77%-1.8pp | 6625.04%-6624.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $287 | $3,328-91.4% | $2,266-87.3% | $2,241-87.2% |
| Participant deferral / active EE | $6,053 | $6,396-5.4% | $3,560+70.0% | $3,635+66.5% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |