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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3532603 | Recordkeeping | $83,036 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 28 · EIN 26-0058143 | Investment Management | $71,250 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $23,289 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,331 | $117,148-14.4% | $67,502+48.6% | $99,062+1.3% |
| Participation rate | 60.9% | 72.7%-11.8pp | 72.9%-12.0pp | 71.6%-10.7pp |
| Annual return | 12.57% | 14.15%-1.6pp | 3512.12%-3499.5pp | 17.66%-5.1pp |
| Employer contribution / active EE | $5,059 | $4,623+9.4% | $2,731+85.2% | $3,262+55.1% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $22 | $50-57.0% | $3,998-99.5% | $109-80.2% |