Filed May 11, 2015 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,334 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 14 · EIN 26-0058143 | Plan Administrator | $84,518 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH Service code 16 · EIN 36-2152202 | Consulting | $65,483 |
CROWE LLP6 years Service code 16 · EIN 35-0921680 | Consulting | $35,167 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$388,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,918 | $113,293+118.8% | $67,502+267.3% | $199,593+24.2% |
| Participation rate | 51.8% | 73.3%-21.6pp | 72.9%-21.1pp | 72.0%-20.2pp |
| Annual return | 14.28% | 15.88%-1.6pp | 3512.12%-3497.8pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,128 | $3,401-37.4% | $2,731-22.1% | $3,034-29.9% |
| Participant deferral / active EE | $4,447 | $4,159+6.9% | $4,000+11.2% | $5,087-12.6% |
| Admin fee / account holder | $115 | $103+12.4% | $3,998-97.1% | $269-57.1% |