Filed April 26, 2005
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 |
|---|---|---|
ICAPITAL, LLC10+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $113,353 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,196 |
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 | $159,291 | $50,982+212.4% | $154,803+2.9% | $85,563+86.2% |
| Participation rate | 94.1% | 59.8%+34.3pp | 78.1%+16.0pp | 66.0%+28.1pp |
| Annual return | 12.77% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $4,873 | $1,708+185.3% | $4,305+13.2% | $2,654+83.6% |
| Participant deferral / active EE | $5,902 | $2,474+138.6% | $5,540+6.5% | $4,375+34.9% |
| Admin fee / account holder | $263 | $846-68.9% | $14,329-98.2% | $834-68.5% |