Filed October 18, 2004
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,727 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $50,648 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,880 |
CAMMACK LARHETTE ADVISORS6 years Service code 28 · EIN 13-3052851 | Investment Management | $12,293 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $11,095 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,297 | $91,621+97.9% | $67,511+168.5% | $77,671+133.4% |
| Participation rate | 97.6% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.0pp |
| Annual return | 11.55% | 14.87%-3.3pp | 3517.41%-3505.9pp | 31.21%-19.7pp |
| Employer contribution / active EE | $8,178 | $3,184+156.9% | $2,733+199.3% | $2,726+199.9% |
| Participant deferral / active EE | $5,044 | $3,906+29.1% | $4,000+26.1% | $4,648+8.5% |
| Admin fee / account holder | $188 | $176+6.8% | $3,999-95.3% | $430-56.3% |