Filed May 6, 2011 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $37,950 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,460 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $19,753 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $7,100 |
Filed as: FIDELITY INVESTEMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,762 | $112,772+138.3% | $57,343+368.7% | $59,188+354.1% |
| Participation rate | 85.0% | 71.3%+13.7pp | 75.1%+10.0pp | 69.4%+15.6pp |
| Annual return | 2.32% | 0.85%+1.5pp | 24.39%-22.1pp | 5.51%-3.2pp |
| Employer contribution / active EE | $3,218 | $3,400-5.4% | $2,689+19.7% | $2,098+53.4% |
| Participant deferral / active EE | $3,284 | $3,010+9.1% | $3,162+3.8% | $3,265+0.6% |
| Admin fee / account holder | $25 | $144-82.3% | $3,356-99.2% | $92-72.4% |