Filed November 26, 2007 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240,539 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,648 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $35,500 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $21,260 |
CORNELL POCHILY INVESTMENT ADVISORS11+ years Service code 27 · EIN 26-1694165 | Advisory (Plan) | $15,062 |
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 | $160,071 | $140,769+13.7% | $65,493+144.4% | $140,769+13.7% |
| Participation rate | 55.8% | 74.2%-18.3pp | 73.1%-17.3pp | 74.2%-18.3pp |
| Annual return | 14.78% | 16.82%-2.0pp | 982.45%-967.7pp | 16.82%-2.0pp |
| Employer contribution / active EE | $5,692 | $3,906+45.7% | $2,574+121.1% | $3,906+45.7% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $3,961-100.0% | $6,717-100.0% |
| Admin fee / account holder | $20 | $229-91.2% | $5,028-99.6% | $229-91.2% |