Filed May 15, 2001
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 13 · EIN 42-0127290 | Contract Administrator | $99,725 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 17 · EIN 26-0058143 | Pension Consulting | $71,901 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,112 | $108,549-31.7% | $156,263-52.6% | $85,563-13.4% |
| Participation rate | 98.6% | 77.1%+21.5pp | 78.9%+19.7pp | 66.0%+32.7pp |
| Annual return | 14.98% | 21.79%-6.8pp | 59.47%-44.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,405 | $2,690-47.8% | $4,333-67.6% | $2,654-47.1% |
| Participant deferral / active EE | $5,500 | $4,800+14.6% | $6,158-10.7% | $4,375+25.7% |
| Admin fee / account holder | $243 | $650-62.6% | $14,255-98.3% | $834-70.9% |