Filed April 3, 2011
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 9-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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD,LLP Service code 10 · EIN 44-0160260 655 3RD AVE FL 12TH · NEW YORK, NY 10017 | Accounting | $9,489 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Investment Management | $7,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,215 | $95,542+90.7% | $69,455+162.3% | $67,579+169.6% |
| Participation rate | 95.2% | 79.4%+15.9pp | 74.6%+20.6pp | 71.3%+23.9pp |
| Annual return | 5.67% | 17.67%-12.0pp | 28.97%-23.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $5,552 | $2,989+85.8% | $2,779+99.8% | $2,148+158.5% |
| Participant deferral / active EE | $5,799 | $3,263+77.7% | $3,535+64.0% | $3,539+63.8% |
| Admin fee / account holder | $36 | $90-59.7% | $3,839-99.1% | $142-74.5% |