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 LLC8+ years Service code 49 · EIN 26-0058143 | Other Services | $47,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,255 |
TIAA7 years Service code 50 · EIN 13-1624203 | Direct Payment | $7,305 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $5,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,938 | $95,445-7.9% | $60,874+44.5% | $78,044+12.7% |
| Participation rate | 71.7% | 72.5%-0.8pp | 73.1%-1.4pp | 74.4%-2.7pp |
| Annual return | -11.74% | -12.21%+0.5pp | 16.90%-28.6pp | 10.87%-22.6pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,669 | $4,558+2.4% | $3,817+22.3% | $5,084-8.2% |
| Admin fee / account holder | $9 | $46-80.0% | $3,224-99.7% | $79-88.4% |