Filed March 26, 1999 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $112,704 |
Filed as: CAP FINANCIAL PARTNERS, LLC. Service code 99 · EIN 26-0058143 | Other Fees | $40,000 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 99 · EIN 36-4319587 | Other Fees | $8,637 |
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 | $193,653 | $106,028+82.6% | $146,958+31.8% | $77,643+149.4% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 16.91% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $8,102 | $4,063+99.4% | $4,933+64.2% | $2,726+197.2% |
| Participant deferral / active EE | $14,421 | $7,990+80.5% | $8,070+78.7% | $4,647+210.3% |
| Admin fee / account holder | $165 | $337-51.2% | $12,998-98.7% | $430-61.8% |