Filed March 21, 2005
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 27 · EIN 26-0058143 | Advisory (Plan) | $157,708 |
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318 | Accounting | $23,654 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$54,868 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,687 | $122,854-9.9% | $184,200-39.9% | $199,768-44.6% |
| Participation rate | 93.8% | 87.0%+6.7pp | 86.8%+6.9pp | 72.0%+21.8pp |
| Annual return | 15.05% | 143.99%-128.9pp | 28.80%-13.7pp | 34.26%-19.2pp |
| Employer contribution / active EE | $5,692 | $4,588+24.1% | $6,424-11.4% | $3,037+87.5% |
| Participant deferral / active EE | $6,142 | $7,995-23.2% | $9,132-32.7% | $5,090+20.7% |
| Admin fee / account holder | $26 | $120-78.4% | $13,907-99.8% | $269-90.3% |