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 |
|---|---|---|
Service code 29 · EIN 22-1852179 | Legal | $177,083 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,037 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,130 | $83,812-15.1% | $123,544-42.4% | $68,904+3.2% |
| Participation rate | 92.9% | 77.0%+15.8pp | 82.3%+10.6pp | 74.1%+18.7pp |
| Annual return | -3.84% | 0.60%-4.4pp | 119.20%-123.0pp | 1.07%-4.9pp |
| Employer contribution / active EE | $3,337 | $2,924+14.1% | $4,628-27.9% | $2,540+31.4% |
| Participant deferral / active EE | $7,769 | $5,609+38.5% | $6,426+20.9% | $4,015+93.5% |
| Admin fee / account holder | $15 | $65-77.0% | $9,284-99.8% | $71-79.1% |