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 04-3532603 | Direct Payment | $73,102 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $20,537 |
HELLOWALLET, LLC1 year Filed as: HELLO WALLET, INC Service code 26 · EIN 26-3682567 | Advisory (Participants) | $15,000 |
Service code 50 · EIN 04-2647786 | Direct Payment | $7,752 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,599 |
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 | $70,981 | $92,091-22.9% | $62,995+12.7% | $77,958-8.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 14.99% | 16.23%-1.2pp | 87.57%-72.6pp | 20.87%-5.9pp |
| Employer contribution / active EE | $6,414 | $3,424+87.3% | $2,759+132.5% | $2,310+177.6% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $15 | $48-67.9% | $3,600-99.6% | $97-84.2% |