Filed January 12, 2010 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,285 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $160,724 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,250 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,934 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,502 | $128,899+80.4% | $113,168+105.4% | $102,872+126.0% |
| Participation rate | 94.4% | 87.0%+7.4pp | 76.6%+17.9pp | 73.0%+21.4pp |
| Annual return | 16.08% | 15.88%+0.2pp | 24.27%-8.2pp | 19.06%-3.0pp |
| Employer contribution / active EE | $3,391 | $3,713-8.7% | $2,975+14.0% | $3,526-3.8% |
| Participant deferral / active EE | $12,220 | $6,787+80.1% | $5,107+139.3% | $5,535+120.8% |
| Admin fee / account holder | $115 | $129-11.1% | $12,068-99.0% | $292-60.6% |