Filed November 26, 2001
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 INV. INTS. OP. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,020,508 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $198,594 |
Filed as: RESOURCES GLOBAL PROFESSIONALS Service code 10 · EIN 33-0832424 | Accounting | $146,027 |
Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $78,856 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLB ADVISOR TRUST COM Service code 49 · EIN 81-4017137 | Other Services | $49,999 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $35,703 |
FIDUCIARYVEST LLC2 years Filed as: FIDUCIARYVEST, LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $26,149 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,779 | $117,238+8.1% | $87,100+45.6% | $82,204+54.2% |
| Participation rate | 97.2% | 87.2%+9.9pp | 76.9%+20.3pp | 73.4%+23.8pp |
| Annual return | 22.82% | 25.80%-3.0pp | 28.19%-5.4pp | 26.31%-3.5pp |
| Employer contribution / active EE | $7,551 | $3,535+113.6% | $2,521+199.5% | $2,707+178.9% |
| Participant deferral / active EE | $9,814 | $5,976+64.2% | $4,049+142.4% | $4,246+131.2% |
| Admin fee / account holder | $149 | $81+82.8% | $7,497-98.0% | $76+96.5% |