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 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,187 |
VEDDER PRICE6+ years Service code 29 · EIN 36-3254526 | Legal | $12,011 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 49 · EIN 82-1061233 | Other Services | $800 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$128,666 |
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 | $122,301 | $164,350-25.6% | $95,952+27.5% | $106,222+15.1% |
| Participation rate | 84.8% | 90.5%-5.7pp | 77.1%+7.7pp | 70.8%+13.9pp |
| Annual return | 13.19% | 14.56%-1.4pp | 91.61%-78.4pp | 21.69%-8.5pp |
| Employer contribution / active EE | $355 | $4,292-91.7% | $2,541-86.0% | $2,723-86.9% |
| Participant deferral / active EE | $6,102 | $7,854-22.3% | $4,167+46.4% | $4,600+32.7% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |