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 | $1,170,941 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $95,422 |
GRANT THORNTON LLP3+ years Filed as: GRANT THRONTON LLP Service code 10 · EIN 36-6055558 | Accounting | $20,492 |
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 | $65,273 | $53,684+21.6% | $170,442-61.7% | $80,976-19.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 83.6%+16.4pp | 68.3%+31.7pp |
| Annual return | 20.78% | 25.97%-5.2pp | 205.93%-185.1pp | 22.91%-2.1pp |
| Employer contribution / active EE | $3,714 | $1,642+126.2% | $5,433-31.6% | $2,402+54.6% |
| Participant deferral / active EE | $2,838 | $3,017-5.9% | $4,939-42.6% | $3,848-26.3% |
| Admin fee / account holder | $64 | $46+38.0% | $13,880-99.5% | $67-5.2% |