Filed October 11, 1994
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPERS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,423,018 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $93,908 |
GRANT THORNTON LLP1+ years Filed as: GRANT THRONTON LLP Service code 10 · EIN 36-6055558 | Accounting | $19,569 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,538 | $46,516+21.5% | $147,614-61.7% | $69,651-18.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.6%+15.4pp | 66.6%+33.4pp |
| Annual return | -0.76% | 9.48%-10.2pp | 61.98%-62.7pp | 53.77%-54.5pp |
| Employer contribution / active EE | $3,404 | $1,393+144.4% | $5,564-38.8% | $2,241+51.9% |
| Participant deferral / active EE | $2,356 | $2,719-13.4% | $4,895-51.9% | $3,635-35.2% |
| Admin fee / account holder | $72 | $45+60.7% | $11,611-99.4% | $63+13.8% |