Filed August 19, 2008 (most recent of 4 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 Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $30,885 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $15,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$340,764 |
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 | $87,486 | $53,136+64.6% | $155,509-43.7% | $199,593-56.2% |
| Participation rate | 72.6% | 64.1%+8.5pp | 78.2%-5.6pp | 72.0%+0.6pp |
| Annual return | 13.12% | 41.15%-28.0pp | 64.67%-51.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,484 | $1,851-19.8% | $4,672-68.2% | $3,034-51.1% |
| Participant deferral / active EE | $3,452 | $3,161+9.2% | $5,626-38.6% | $5,087-32.1% |
| Admin fee / account holder | $19 | $185-89.6% | $15,912-99.9% | $269-92.9% |