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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $33,942 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 28 · EIN 26-0058143 | Investment Management | $23,750 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-3532603 | Direct Payment | $12,161 |
Service code 50 · EIN 04-2647786 | Direct Payment | $8,724 |
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 | $65,634 | $87,173-24.7% | $59,878+9.6% | $75,289-12.8% |
| Participation rate | 95.0% | 74.5%+20.5pp | 74.7%+20.3pp | 72.4%+22.6pp |
| Annual return | -4.01% | -2.14%-1.9pp | 3.46%-7.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $6,502 | $3,473+87.2% | $2,722+138.9% | $2,405+170.4% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $12 | $75-84.2% | $3,590-99.7% | $102-88.4% |