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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,998 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $101,396 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $88,382 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,400 |
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 | $286,687 | $112,686+154.4% | $169,993+68.6% | $80,160+257.6% |
| Participation rate | 97.4% | 87.4%+10.0pp | 87.0%+10.4pp | 72.9%+24.4pp |
| Annual return | 23.45% | 67.04%-43.6pp | 53.37%-29.9pp | 40.38%-16.9pp |
| Employer contribution / active EE | $10,260 | $4,481+129.0% | $6,785+51.2% | $2,978+244.6% |
| Participant deferral / active EE | $16,969 | $7,876+115.5% | $10,408+63.0% | $5,017+238.2% |
| Admin fee / account holder | $121 | $99+22.0% | $12,815-99.1% | $145-16.6% |