Filed October 6, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,200 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,086 | $129,021+57.4% | $184,203+10.3% | $77,643+161.6% |
| Participation rate | 98.9% | 87.3%+11.5pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 13.86% | 33.27%-19.4pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,691 | $4,413+51.6% | $6,427+4.1% | $2,726+145.5% |
| Participant deferral / active EE | $11,100 | $7,297+52.1% | $9,131+21.6% | $4,647+138.9% |
| Admin fee / account holder | $75 | $254-70.4% | $13,901-99.5% | $430-82.6% |