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 LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,463 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-3532603 | Direct Payment | $11,187 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $7,867 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $5,629 |
Service code 50 · EIN 04-2647786 | Direct Payment | $250 |
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 | $92,157 | $92,091+0.1% | $62,995+46.3% | $77,958+18.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 16.70% | 16.23%+0.5pp | 87.57%-70.9pp | 20.87%-4.2pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $4,723 | $3,361+40.5% | $3,329+41.8% | $3,537+33.5% |
| Admin fee / account holder | $16 | $48-66.2% | $3,600-99.5% | $97-83.4% |