Filed October 18, 2004 (most recent of 4 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,378,303 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $161,238 |
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 | $40,402 | $73,283-44.9% | $155,509-74.0% | $106,382-62.0% |
| Participation rate | 79.6% | 73.3%+6.3pp | 78.2%+1.4pp | 69.9%+9.7pp |
| Annual return | 16.25% | 15.77%+0.5pp | 64.67%-48.4pp | 17.37%-1.1pp |
| Employer contribution / active EE | $2,171 | $2,247-3.4% | $4,672-53.5% | $3,364-35.5% |
| Participant deferral / active EE | $3,936 | $4,580-14.1% | $5,626-30.0% | $5,569-29.3% |
| Admin fee / account holder | $32 | $56-42.1% | $15,912-99.8% | $79-59.0% |