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 LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $38,964 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,312 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $29,100 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $733 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $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 | $266,909 | $92,091+189.8% | $62,995+323.7% | $77,958+242.4% |
| Participation rate | 76.7% | 74.5%+2.2pp | 74.8%+1.9pp | 71.6%+5.0pp |
| Annual return | 13.98% | 16.23%-2.2pp | 87.57%-73.6pp | 20.87%-6.9pp |
| Employer contribution / active EE | $2,713 | $3,424-20.8% | $2,759-1.7% | $2,310+17.4% |
| Participant deferral / active EE | $2,575 | $3,361-23.4% | $3,329-22.7% | $3,537-27.2% |
| Admin fee / account holder | $21 | $48-56.2% | $3,600-99.4% | $97-78.5% |