Filed September 22, 1992
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $106,633 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $15,788 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $7,135 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$303,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,372 | $53,136-29.7% | $155,509-76.0% | $199,593-81.3% |
| Participation rate | 88.7% | 64.1%+24.6pp | 78.2%+10.5pp | 72.0%+16.7pp |
| Annual return | 12.40% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $3,602 | $1,851+94.6% | $4,672-22.9% | $3,034+18.7% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $19 | $185-89.8% | $15,912-99.9% | $269-93.0% |