Filed March 29, 2012 (most recent of 3 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $48,088 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$450,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,388 | $143,368+14.7% | $87,100+88.7% | $89,569+83.5% |
| Participation rate | 98.7% | 88.2%+10.5pp | 76.9%+21.8pp | 69.6%+29.1pp |
| Annual return | 23.66% | 28.55%-4.9pp | 28.19%-4.5pp | 34.56%-10.9pp |
| Employer contribution / active EE | $8,387 | $4,012+109.1% | $2,521+232.7% | $2,584+224.6% |
| Participant deferral / active EE | $9,333 | $7,129+30.9% | $4,049+130.5% | $4,220+121.2% |
| Admin fee / account holder | -$18 | $61-129.1% | $7,497-100.2% | $72-124.7% |