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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $63,643 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,559 |
HELLOWALLET, LLC1 year Filed as: HELLOWALLET, INC Service code 26 · EIN 26-3682567 | Advisory (Participants) | $10,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $819 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3 |
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 | $85,772 | $85,199+0.7% | $57,179+50.0% | $63,975+34.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 8.96% | 10.43%-1.5pp | 14.59%-5.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,649 | $3,109+49.5% | $3,096+50.1% | $3,356+38.5% |
| Admin fee / account holder | $18 | $39-53.1% | $3,139-99.4% | $70-74.3% |