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 15 · EIN 84-0467907 | Recordkeeping | $138,865 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $113,740 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $110,814 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,162 | $84,936+42.7% | $111,297+8.9% | $79,386+52.6% |
| Participation rate | 92.0% | 75.9%+16.1pp | 77.3%+14.7pp | 70.7%+21.3pp |
| Annual return | 10.85% | 17.45%-6.6pp | 54.65%-43.8pp | 116.85%-106.0pp |
| Employer contribution / active EE | $5,458 | $1,979+175.8% | $2,731+99.9% | $2,427+124.8% |
| Participant deferral / active EE | $10,884 | $3,888+179.9% | $4,487+142.5% | $4,046+169.0% |
| Admin fee / account holder | $193 | $537-64.0% | $7,964-97.6% | $626-69.2% |