Filed September 30, 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 |
|---|---|---|
O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · NEW YORK, NY 10528 | Accounting | $38,430 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Consulting Fees | $30,806 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $252,862 | $91,762+175.6% | $67,502+274.6% | $77,643+225.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 72.9%+23.7pp | 70.6%+26.0pp |
| Annual return | 13.16% | 14.87%-1.7pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $20,980 | $3,181+559.6% | $2,731+668.3% | $2,726+669.7% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $29 | $176-83.4% | $3,998-99.3% | $430-93.2% |