Filed September 17, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $152,400 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $117,223 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,350 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,036 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,230 | $122,693+174.0% | $184,203+82.5% | $199,593+68.5% |
| Participation rate | 96.3% | 86.8%+9.5pp | 86.8%+9.4pp | 72.0%+24.3pp |
| Annual return | 18.31% | 143.91%-125.6pp | 28.81%-10.5pp | 34.25%-15.9pp |
| Employer contribution / active EE | $9,809 | $4,584+114.0% | $6,427+52.6% | $3,034+223.3% |
| Participant deferral / active EE | $17,846 | $7,990+123.4% | $9,131+95.4% | $5,087+250.8% |
| Admin fee / account holder | $97 | $121-19.4% | $13,901-99.3% | $269-63.9% |