Filed March 8, 1994
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $129,530 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,250 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,012 |
PBMARES, LLP11+ years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $16,000 |
GROOM LAW GROUP8 years Service code 29 · EIN 52-1219029 | Legal | $6,215 |
KEITER5 years Service code 10 · EIN 54-1631262 | Accounting | $6,206 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,171 | $123,077-34.9% | $116,228-31.0% | $102,872-22.1% |
| Participation rate | 90.2% | 87.0%+3.2pp | 74.6%+15.6pp | 73.0%+17.1pp |
| Annual return | 16.75% | 15.84%+0.9pp | 90.06%-73.3pp | 19.06%-2.3pp |
| Employer contribution / active EE | $2,544 | $4,380-41.9% | $2,994-15.0% | $3,526-27.9% |
| Participant deferral / active EE | $4,387 | $6,746-35.0% | $4,953-11.4% | $5,535-20.7% |
| Admin fee / account holder | $110 | $115-4.9% | $11,989-99.1% | $292-62.5% |