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 50 · EIN 04-2647786 | Direct Payment | $56,406 |
HELLOWALLET, LLC1+ years Service code 28 · EIN 26-3682567 | Investment Management | $50,000 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,000 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,943 |
Filed as: FIDELITY INVEST 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 | $59,924 | $112,772-46.9% | $57,343+4.5% | $59,188+1.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.15% | 0.85%+0.3pp | 24.39%-23.2pp | 5.51%-4.4pp |
| Employer contribution / active EE | $6,202 | $3,400+82.4% | $2,689+130.7% | $2,098+195.6% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $23 | $144-84.3% | $3,356-99.3% | $92-75.5% |