Filed March 21, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $96,723 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,615 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $21,177 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,882 | $62,624+318.2% | $177,989+47.1% | $77,643+237.3% |
| Participation rate | 98.3% | 66.8%+31.5pp | 77.1%+21.2pp | 70.6%+27.8pp |
| Annual return | 12.47% | 16.16%-3.7pp | 294.48%-282.0pp | 31.24%-18.8pp |
| Employer contribution / active EE | $8,043 | $1,909+321.3% | $3,949+103.7% | $2,726+195.1% |
| Participant deferral / active EE | $12,666 | $4,219+200.2% | $6,276+101.8% | $4,647+172.6% |
| Admin fee / account holder | $256 | $386-33.5% | $10,363-97.5% | $430-40.4% |