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 INSTL OPERATIONS CO Service code 50 · EIN 04-2647786 | Direct Payment | $158,110 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,086 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $34,030 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $11,913 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,975 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $9,826 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $191,986 | $145,906+31.6% | $67,502+184.4% | $106,382+80.5% |
| Participation rate | 56.3% | 67.1%-10.9pp | 72.9%-16.6pp | 69.9%-13.6pp |
| Annual return | 14.32% | 15.10%-0.8pp | 3512.12%-3497.8pp | 17.37%-3.1pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,318 | $5,093+4.4% | $4,000+33.0% | $5,569-4.5% |
| Admin fee / account holder | $24 | $38-36.1% | $3,998-99.4% | $79-69.5% |