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 | $403,272 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $216,834 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $55,165 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
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 | $168,000 | $104,697+60.5% | $96,544+74.0% | $80,160+109.6% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.4pp |
| Annual return | 21.34% | 21.78%-0.4pp | 25.84%-4.5pp | 40.38%-19.0pp |
| Employer contribution / active EE | $6,746 | $3,536+90.8% | $2,965+127.5% | $2,978+126.6% |
| Participant deferral / active EE | $10,132 | $6,188+63.7% | $4,851+108.9% | $5,017+101.9% |
| Admin fee / account holder | $97 | $107-8.7% | $8,252-98.8% | $145-32.8% |