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 | $183,699 |
CAPFINANCIAL PARTNERS LLC3 years Service code 37 · EIN 26-0058143 | Loan Processing | $65,673 |
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $48,950 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $15,500 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $12,694 |
Service code 16 · EIN 06-5171535 | Consulting | $7,250 |
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 | $187,699 | $105,179+78.5% | $64,056+193.0% | $80,160+134.2% |
| Participation rate | 94.6% | 73.5%+21.0pp | 72.3%+22.3pp | 72.9%+21.6pp |
| Annual return | 17.19% | 20.34%-3.2pp | 33.69%-16.5pp | 40.38%-23.2pp |
| Employer contribution / active EE | $4,678 | $3,311+41.3% | $2,747+70.3% | $2,978+57.1% |
| Participant deferral / active EE | $4,942 | $4,020+22.9% | $3,880+27.4% | $5,017-1.5% |
| Admin fee / account holder | $136 | $113+19.7% | $3,068-95.6% | $145-6.5% |