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 | $618,860 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $226,073 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $70,150 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,727 | $130,141+8.1% | $86,677+62.4% | $77,904+80.6% |
| Participation rate | 97.0% | 85.9%+11.0pp | 76.6%+20.4pp | 73.7%+23.3pp |
| Annual return | -19.65% | -12.75%-6.9pp | 35.91%-55.6pp | 12.21%-31.9pp |
| Employer contribution / active EE | $7,868 | $3,220+144.4% | $2,836+177.4% | $2,848+176.3% |
| Participant deferral / active EE | $9,853 | $5,757+71.1% | $4,656+111.6% | $4,806+105.0% |
| Admin fee / account holder | $132 | $1320% | $7,493-98.2% | $133-0.6% |