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 | $644,881 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,428 |
Filed as: RESOURCES GLOBAL PROFESSIONALS Service code 10 · EIN 33-0832424 | Accounting | $135,514 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,831 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $34,900 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLB ADVISOR TRUST COM Service code 49 · EIN 81-4017137 | Other Services | $25,000 |
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 | $156,416 | $176,491-11.4% | $95,952+63.0% | $90,288+73.2% |
| Participation rate | 97.2% | 86.6%+10.6pp | 77.1%+20.1pp | 73.4%+23.8pp |
| Annual return | 18.83% | 20.14%-1.3pp | 91.61%-72.8pp | 53.97%-35.1pp |
| Employer contribution / active EE | $9,051 | $2,789+224.6% | $2,541+256.2% | $2,524+258.6% |
| Participant deferral / active EE | $12,111 | $5,340+126.8% | $4,167+190.7% | $4,232+186.2% |
| Admin fee / account holder | $122 | $154-20.8% | $6,795-98.2% | $114+7.0% |