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 | $1,061,597 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,333 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY PA Service code 16 · EIN 52-1833270 | Consulting | $25,260 |
BAKER TILLY US, LLP6 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 30-1413433 1000 COMMERCE PARK DRIVE, STE 430 · WILLIAMSPORT, PA 17701 | Accounting | $20,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,364 | $68,330+22.0% | $149,673-44.3% | $96,393-13.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.8%+21.2pp | 71.3%+28.7pp |
| Annual return | 18.48% | 29.64%-11.2pp | 134.42%-115.9pp | 22.88%-4.4pp |
| Employer contribution / active EE | $4,375 | $2,139+104.5% | $4,818-9.2% | $3,238+35.1% |
| Participant deferral / active EE | $3,724 | $4,422-15.8% | $5,680-34.4% | $5,455-31.7% |
| Admin fee / account holder | $48 | $52-8.5% | $13,210-99.6% | $74-35.6% |