Filed August 13, 2002
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 Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3532603 | Recordkeeping | $54,401 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 49 · EIN 26-0058143 | Other Services | $23,750 |
RICHARD NELSON1 year Service code 16 · EIN 48-4987009 | Consulting | $13,839 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $11,730 |
JIM EDMONSON1 year Service code 16 · EIN 46-5431429 | Consulting | $862 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,681 | $117,148-13.2% | $67,502+50.6% | $99,062+2.6% |
| Participation rate | 74.9% | 72.7%+2.3pp | 72.9%+2.1pp | 71.6%+3.3pp |
| Annual return | 13.13% | 14.15%-1.0pp | 3512.12%-3499.0pp | 17.66%-4.5pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $5,695 | $4,782+19.1% | $4,000+42.4% | $5,331+6.8% |
| Admin fee / account holder | $13 | $50-74.5% | $3,998-99.7% | $109-88.3% |