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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $256,922 |
BARTLETT O'NEILL CONSULTING4 years Filed as: BARTLETTE O'NEILL CONSULTING Service code 49 · EIN 20-0663007 | Other Services | $188,500 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $165,588 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $57,934 |
Filed as: CONSTAGY BROOKS SMITH & PROPHETE Service code 29 · EIN 58-0616335 | Legal | $32,862 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $7,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$200,614 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,673 | $89,394-18.7% | $129,110-43.7% | $89,394-18.7% |
| Participation rate | 91.1% | 71.3%+19.8pp | 77.3%+13.8pp | 71.3%+19.8pp |
| Annual return | -20.80% | -11.89%-8.9pp | -10.94%-9.9pp | -11.89%-8.9pp |
| Employer contribution / active EE | $4,738 | $3,022+56.8% | $5,052-6.2% | $3,022+56.8% |
| Participant deferral / active EE | $4,730 | $5,123-7.7% | $6,542-27.7% | $5,123-7.7% |
| Admin fee / account holder | $12 | $79-85.0% | $14,302-99.9% | $79-85.0% |