Filed October 17, 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 |
|---|---|---|
ROSAUERS SUPERMARKETS, INC.1 year Service code 14 · EIN 91-0582615 | Plan Administrator | $169,072 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $117,617 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $41,857 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,017 | $56,102-0.2% | $101,794-45.0% | $102,872-45.5% |
| Participation rate | 61.8% | 70.4%-8.6pp | 69.2%-7.4pp | 73.0%-11.3pp |
| Annual return | 16.25% | 14.06%+2.2pp | 30.53%-14.3pp | 19.06%-2.8pp |
| Employer contribution / active EE | $1,010 | $1,380-26.8% | $2,289-55.9% | $3,526-71.3% |
| Participant deferral / active EE | $1,904 | $2,801-32.0% | $4,084-53.4% | $5,535-65.6% |
| Admin fee / account holder | $112 | $262-57.1% | $8,777-98.7% | $292-61.5% |