Filed September 30, 1992
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,740 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $48,129 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,378 |
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 | $113,580 | $50,982+122.8% | $154,803-26.6% | $85,563+32.7% |
| Participation rate | 86.2% | 59.8%+26.4pp | 78.1%+8.2pp | 66.0%+20.3pp |
| Annual return | 16.78% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,390 | $1,708+39.9% | $4,305-44.5% | $2,654-9.9% |
| Participant deferral / active EE | $8,477 | $2,474+242.6% | $5,540+53.0% | $4,375+93.7% |
| Admin fee / account holder | $113 | $846-86.7% | $14,329-99.2% | $834-86.5% |