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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $58,511 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,473 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $19,222 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $750 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $120 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
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 | $235,006 | $85,199+175.8% | $57,179+311.0% | $63,975+267.3% |
| Participation rate | 75.7% | 74.0%+1.7pp | 75.3%+0.4pp | 71.1%+4.6pp |
| Annual return | 6.56% | 10.43%-3.9pp | 14.59%-8.0pp | 48.65%-42.1pp |
| Employer contribution / active EE | $2,350 | $3,446-31.8% | $2,682-12.4% | $2,182+7.7% |
| Participant deferral / active EE | $2,431 | $3,109-21.8% | $3,096-21.5% | $3,356-27.6% |
| Admin fee / account holder | $22 | $39-43.8% | $3,139-99.3% | $70-69.2% |