Filed April 30, 1993
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $236,950 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $83,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,885 | $128,899+3.9% | $113,168+18.3% | $102,872+30.1% |
| Participation rate | 96.2% | 87.0%+9.2pp | 76.6%+19.6pp | 73.0%+23.2pp |
| Annual return | 18.27% | 15.88%+2.4pp | 24.27%-6.0pp | 19.06%-0.8pp |
| Employer contribution / active EE | $4,081 | $3,713+9.9% | $2,975+37.2% | $3,526+15.7% |
| Participant deferral / active EE | $7,359 | $6,787+8.4% | $5,107+44.1% | $5,535+32.9% |
| Admin fee / account holder | $109 | $129-16.1% | $12,068-99.1% | $292-62.8% |