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 LLC5+ years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $33,000 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $17,446 |
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 | $86,038 | $204,517-57.9% | $69,455+23.9% | $77,787+10.6% |
| Participation rate | 94.3% | 74.6%+19.7pp | 74.6%+19.7pp | 73.2%+21.1pp |
| Annual return | 19.00% | 22.10%-3.1pp | 28.97%-10.0pp | 32.57%-13.6pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,929 | $3,478+41.7% | $3,535+39.4% | $3,967+24.2% |
| Admin fee / account holder | $13 | $101-86.6% | $3,839-99.6% | $100-86.5% |