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 | $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% |