Filed June 1, 1995 (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 |
|---|---|---|
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,288 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $5,116 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$256,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,440 | $53,136+58.9% | $155,509-45.7% | $199,593-57.7% |
| Participation rate | 79.6% | 64.1%+15.6pp | 78.2%+1.5pp | 72.0%+7.7pp |
| Annual return | 14.11% | 41.15%-27.0pp | 64.67%-50.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,968 | $3,161+88.8% | $5,626+6.1% | $5,087+17.3% |
| Admin fee / account holder | $14 | $185-92.6% | $15,912-99.9% | $269-94.9% |