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 LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $116,250 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $62,654 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818666 | Consulting | $30,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$162,147 |
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 | $201,157 | $164,350+22.4% | $95,952+109.6% | $106,222+89.4% |
| Participation rate | 98.7% | 90.5%+8.3pp | 77.1%+21.7pp | 70.8%+27.9pp |
| Annual return | 31.46% | 14.56%+16.9pp | 91.61%-60.2pp | 21.69%+9.8pp |
| Employer contribution / active EE | $8,679 | $4,292+102.2% | $2,541+241.6% | $2,723+218.7% |
| Participant deferral / active EE | $9,872 | $7,854+25.7% | $4,167+136.9% | $4,600+114.6% |
| Admin fee / account holder | $4 | $65-93.3% | $6,795-99.9% | $78-94.4% |