Filed July 20, 2010 (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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $240,336 |
CAPFINANCIAL PARTNERS LLC5 years Service code 37 · EIN 26-0058143 | Loan Processing | $74,672 |
TIAA7 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $68,590 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $18,000 |
Service code 16 · EIN 06-5171535 | Consulting | $6,000 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,619 | $115,444+88.5% | $65,493+232.3% | $102,872+111.5% |
| Participation rate | 93.9% | 71.2%+22.7pp | 73.1%+20.8pp | 73.0%+20.8pp |
| Annual return | 15.40% | 15.94%-0.5pp | 982.45%-967.0pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,850 | $3,409+12.9% | $2,574+49.6% | $3,526+9.2% |
| Participant deferral / active EE | $5,154 | $4,118+25.1% | $3,961+30.1% | $5,535-6.9% |
| Admin fee / account holder | $153 | $123+24.7% | $5,028-96.9% | $292-47.5% |