Filed March 19, 2003
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,080,244 |
Service code 49 · EIN 20-0663007 | Other Services | $184,600 |
NEPC, LLC7 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $153,641 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $82,000 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $23,055 |
EIDE BAILLY LLP5 years Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,418 |
Service code 29 · EIN 58-0616335 | Legal | $11,994 |
RR DONNELLEY1 year Filed as: DONNELLEY FINANCIAL SOLUTIONS UK Service code 49 | Other Services | $1,494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,499 | $142,480-34.4% | $183,328-49.0% | $142,480-34.4% |
| Participation rate | 89.3% | 76.2%+13.1pp | 77.3%+12.0pp | 76.2%+13.1pp |
| Annual return | 18.11% | 16.32%+1.8pp | 29.67%-11.6pp | 16.32%+1.8pp |
| Employer contribution / active EE | $2,973 | $3,867-23.1% | $5,055-41.2% | $3,867-23.1% |
| Participant deferral / active EE | $5,098 | $6,807-25.1% | $6,795-25.0% | $6,807-25.1% |
| Admin fee / account holder | $22 | $307-92.9% | $21,427-99.9% | $307-92.9% |