Filed November 19, 2008 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $166,651 |
Filed as: CAPTRUSTFINANCIALPARTNERSLLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $29,964 |
EJ CALLAHAN & ASSOCIATES LLC3 years Filed as: EJ CALLAHAN Service code 10 · EIN 46-4547996 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $78,321 | $53,136+47.4% | $155,509-49.6% | $199,593-60.8% |
| Participation rate | 63.5% | 64.1%-0.5pp | 78.2%-14.6pp | 72.0%-8.4pp |
| Annual return | 15.40% | 41.15%-25.7pp | 64.67%-49.3pp | 34.25%-18.8pp |
| Employer contribution / active EE | $946 | $1,851-48.9% | $4,672-79.8% | $3,034-68.8% |
| Participant deferral / active EE | $4,482 | $3,161+41.8% | $5,626-20.3% | $5,087-11.9% |
| Admin fee / account holder | $91 | $185-50.7% | $15,912-99.4% | $269-66.0% |