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 | $586,551 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $221,404 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $21,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,075 | $144,996+5.6% | $111,297+37.5% | $93,030+64.5% |
| Participation rate | 96.8% | 86.2%+10.7pp | 77.3%+19.5pp | 73.9%+22.9pp |
| Annual return | -4.70% | 18.26%-23.0pp | 54.65%-59.4pp | 158.70%-163.4pp |
| Employer contribution / active EE | $8,907 | $3,056+191.5% | $2,731+226.1% | $2,706+229.2% |
| Participant deferral / active EE | $11,948 | $5,587+113.8% | $4,487+166.3% | $4,562+161.9% |
| Admin fee / account holder | $99 | $103-4.6% | $7,964-98.8% | $152-34.9% |