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 LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $48,053 |
HELLOWALLET, LLC1 year Filed as: HELLOWALLET, INC Service code 26 · EIN 26-3682567 | Advisory (Participants) | $40,000 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $25,289 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,040 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $7,430 |
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 | $62,841 | $85,199-26.2% | $57,179+9.9% | $63,975-1.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 6.73% | 10.43%-3.7pp | 14.59%-7.9pp | 48.65%-41.9pp |
| Employer contribution / active EE | $6,476 | $3,446+87.9% | $2,682+141.4% | $2,182+196.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $17 | $39-56.9% | $3,139-99.5% | $70-76.3% |