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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,500 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $21,030 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $19,680 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $15,000 |
MEMORIAL HERMAN MEDICAL PLAZA1+ years Service code 50 · EIN 68-0545079 | Direct Payment | $258 |
Filed as: FIDELITY INVESTMENT INST. OPS Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,203 | $112,772-24.4% | $57,343+48.6% | $59,188+44.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 4.57% | 0.85%+3.7pp | 24.39%-19.8pp | 5.51%-0.9pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,633 | $3,010+53.9% | $3,162+46.5% | $3,265+41.9% |
| Admin fee / account holder | $19 | $144-86.8% | $3,356-99.4% | $92-79.3% |