Filed November 9, 2005 (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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $444,607 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,708 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,541,633 |
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 | $209,576 | $122,693+70.8% | $184,203+13.8% | $199,593+5.0% |
| Participation rate | 99.0% | 86.8%+12.2pp | 86.8%+12.2pp | 72.0%+27.0pp |
| Annual return | 15.03% | 143.91%-128.9pp | 28.81%-13.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $7,395 | $4,584+61.3% | $6,427+15.1% | $3,034+143.7% |
| Participant deferral / active EE | $11,035 | $7,990+38.1% | $9,131+20.9% | $5,087+116.9% |
| Admin fee / account holder | $82 | $121-31.7% | $13,901-99.4% | $269-69.4% |