Filed October 22, 2002 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $545,845 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $127,503 |
ISLER DARE, P.C.2 years Filed as: ISLER DARE Service code 29 · EIN 54-1844836 | Legal | $11,899 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,998 | $119,627-3.0% | $146,958-21.1% | $99,062+17.1% |
| Participation rate | 94.8% | 73.4%+21.3pp | 82.2%+12.6pp | 71.6%+23.2pp |
| Annual return | 16.80% | 28.82%-12.0pp | 418.34%-401.5pp | 17.66%-0.9pp |
| Employer contribution / active EE | $4,881 | $4,153+17.5% | $4,933-1.1% | $3,262+49.6% |
| Participant deferral / active EE | $11,704 | $7,997+46.4% | $8,070+45.0% | $5,331+119.5% |
| Admin fee / account holder | $45 | $150-69.7% | $12,998-99.7% | $109-58.4% |