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. $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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $143,068 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,091 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,750 |
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 | $72,950 | $104,631-30.3% | $98,439-25.9% | $80,160-9.0% |
| Participation rate | 91.5% | 87.5%+4.0pp | 75.2%+16.4pp | 72.9%+18.6pp |
| Annual return | 14.66% | 34.72%-20.1pp | 21.16%-6.5pp | 40.38%-25.7pp |
| Employer contribution / active EE | $2,740 | $4,517-39.3% | $3,048-10.1% | $2,978-8.0% |
| Participant deferral / active EE | $4,711 | $6,545-28.0% | $4,738-0.6% | $5,017-6.1% |
| Admin fee / account holder | $101 | $105-3.5% | $8,948-98.9% | $145-30.2% |