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 | $189,334 |
CAPFINANCIAL PARTNERS LLC2 years Service code 37 · EIN 26-0058143 | Loan Processing | $63,760 |
TIAA4 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $39,046 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $13,800 |
Service code 16 · EIN 06-5171535 | Consulting | $6,000 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,623 | $98,780+71.7% | $60,874+178.6% | $77,904+117.7% |
| Participation rate | 93.2% | 76.7%+16.6pp | 73.1%+20.1pp | 73.7%+19.6pp |
| Annual return | -13.32% | -11.56%-1.8pp | 16.90%-30.2pp | 12.21%-25.5pp |
| Employer contribution / active EE | $3,380 | $3,605-6.2% | $2,701+25.1% | $2,848+18.7% |
| Participant deferral / active EE | $4,848 | $4,200+15.4% | $3,817+27.0% | $4,806+0.9% |
| Admin fee / account holder | $128 | $89+44.2% | $3,224-96.0% | $133-3.6% |