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 15 · EIN 04-3532603 | Recordkeeping | $46,022 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $11,250 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 49 · EIN 26-0058143 | Other Services | $6,247 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,585 | $111,545-13.4% | $64,056+50.8% | $103,482-6.7% |
| Participation rate | 75.5% | 74.9%+0.6pp | 72.3%+3.2pp | 73.3%+2.3pp |
| Annual return | 16.59% | 17.80%-1.2pp | 33.69%-17.1pp | 33.11%-16.5pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,747-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $5,441 | $4,715+15.4% | $3,880+40.2% | $5,207+4.5% |
| Admin fee / account holder | $8 | $45-81.7% | $3,068-99.7% | $114-92.8% |