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 | $118,030 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,250 |
PBMARES, LLP10+ years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $38,307 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,683 |
KEITER4 years Service code 10 · EIN 54-1631262 | Accounting | $6,778 |
GROOM LAW GROUP7 years Service code 29 · EIN 52-1219029 | Legal | $5,392 |
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 | $78,912 | $112,623-29.9% | $106,213-25.7% | $199,593-60.5% |
| Participation rate | 87.8% | 86.2%+1.6pp | 75.3%+12.5pp | 72.0%+15.8pp |
| Annual return | 7.16% | 15.57%-8.4pp | 116.14%-109.0pp | 34.25%-27.1pp |
| Employer contribution / active EE | $2,625 | $4,575-42.6% | $3,171-17.2% | $3,034-13.5% |
| Participant deferral / active EE | $4,502 | $6,659-32.4% | $5,016-10.2% | $5,087-11.5% |
| Admin fee / account holder | $138 | $107+29.0% | $11,033-98.7% | $269-48.6% |