Filed November 30, 2016 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $211,029 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,000 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,469 | $99,061+155.9% | $136,007+86.4% | $99,061+155.9% |
| Participation rate | 97.7% | 71.6%+26.1pp | 76.5%+21.2pp | 71.6%+26.1pp |
| Annual return | 19.97% | 17.66%+2.3pp | 579.32%-559.3pp | 17.66%+2.3pp |
| Employer contribution / active EE | $10,876 | $3,261+233.5% | $4,215+158.1% | $3,261+233.5% |
| Participant deferral / active EE | $10,386 | $5,331+94.8% | $7,024+47.9% | $5,331+94.8% |
| Admin fee / account holder | $39 | $109-64.5% | $6,858-99.4% | $109-64.5% |