Filed December 23, 2009 (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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $122,838 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $109,627 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,475 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $57,750 |
Filed as: COWAN & COMPANY LLC Service code 50 · EIN 84-1702964 | Direct Payment | $5,974 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $123,507 | $73,404+68.3% | $87,100+41.8% | $67,579+82.8% |
| Participation rate | 88.1% | 80.9%+7.3pp | 76.9%+11.3pp | 71.3%+16.9pp |
| Annual return | 21.50% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $5,653 | $2,014+180.7% | $2,521+124.2% | $2,148+163.2% |
| Participant deferral / active EE | $11,545 | $3,913+195.1% | $4,049+185.2% | $3,539+226.2% |
| Admin fee / account holder | $181 | $142+28.2% | $7,497-97.6% | $142+27.6% |