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 | $1,381,792 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $95,203 |
GRANT THORNTON LLP2+ years Filed as: GRANT THRONTON LLP Service code 10 · EIN 36-6055558 | Accounting | $19,583 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,139 | $49,270+18.0% | $156,549-62.9% | $329,111-82.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 21.14% | 23.25%-2.1pp | 32.23%-11.1pp | 16.35%+4.8pp |
| Employer contribution / active EE | $3,793 | $1,534+147.2% | $5,501-31.1% | $2,303+64.7% |
| Participant deferral / active EE | $2,792 | $2,920-4.4% | $4,871-42.7% | $3,682-24.2% |
| Admin fee / account holder | $59 | $51+15.7% | $13,027-99.6% | $754-92.2% |