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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,077,352 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,000 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $28,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,682 | $138,331+8.2% | $86,677+72.7% | $89,394+67.4% |
| Participation rate | 99.3% | 88.9%+10.4pp | 76.6%+22.7pp | 71.3%+28.0pp |
| Annual return | -15.91% | -11.72%-4.2pp | 35.91%-51.8pp | -11.89%-4.0pp |
| Employer contribution / active EE | $8,479 | $4,812+76.2% | $2,836+198.9% | $3,022+180.6% |
| Participant deferral / active EE | $9,756 | $8,027+21.5% | $4,656+109.5% | $5,123+90.4% |
| Admin fee / account holder | $57 | $64-10.6% | $7,493-99.2% | $79-27.9% |