Filed October 18, 2004
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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $407,758 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $264,559 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,125 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,086 | $110,299+63.3% | $102,423+75.8% | $199,593-9.8% |
| Participation rate | 98.9% | 86.3%+12.7pp | 76.5%+22.4pp | 72.0%+27.0pp |
| Annual return | 15.64% | 35.73%-20.1pp | 29.32%-13.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $3,837 | $3,603+6.5% | $3,023+26.9% | $3,034+26.5% |
| Participant deferral / active EE | $11,627 | $6,376+82.4% | $5,053+130.1% | $5,087+128.6% |
| Admin fee / account holder | $264 | $122+116.1% | $9,451-97.2% | $269-1.7% |