Filed March 28, 2011
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 | $939,099 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $115,000 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $59,850 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,242 | $57,150-6.8% | $93,606-43.1% | $106,382-50.0% |
| Participation rate | 83.4% | 49.1%+34.3pp | 68.7%+14.6pp | 69.9%+13.5pp |
| Annual return | 36.35% | 15.81%+20.5pp | 133.20%-96.8pp | 17.37%+19.0pp |
| Employer contribution / active EE | $2,058 | $1,015+102.7% | $2,420-15.0% | $3,364-38.8% |
| Participant deferral / active EE | $2,923 | $1,853+57.7% | $4,411-33.7% | $5,569-47.5% |
| Admin fee / account holder | $53 | $64-18.1% | $8,285-99.4% | $79-33.5% |