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 |
|---|---|---|
Filed as: BARTLETTE O'NEILL CONSULTING Service code 16 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Consulting | $520,115 |
NEPC, LLC1 year Filed as: NEPC Service code 16 DEPARTMENT 3570 · WOBURN, MA 01888 | Consulting | $359,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $346,538 |
CROWE LLP1 year Service code 16 PO BOX 71570 · CHICAGO, IL 60694 | Consulting | $271,582 |
Service code 16 PO BOX 102476 · ATLANTA, GA 30368 | Consulting | $163,820 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,995 | $89,569-16.3% | $127,761-41.3% | $89,569-16.3% |
| Participation rate | 96.2% | 69.6%+26.6pp | 79.0%+17.2pp | 69.6%+26.6pp |
| Annual return | 33.28% | 34.56%-1.3pp | 26.14%+7.1pp | 34.56%-1.3pp |
| Employer contribution / active EE | $3,984 | $2,584+54.2% | $4,574-12.9% | $2,584+54.2% |
| Participant deferral / active EE | $4,029 | $4,220-4.5% | $6,021-33.1% | $4,220-4.5% |
| Admin fee / account holder | $40 | $72-44.5% | $9,395-99.6% | $72-44.5% |