Filed May 3, 2010 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $517,430 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $63,676 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $35,892 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $16,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,334 | $107,459+15.7% | $135,903-8.5% | $80,160+55.1% |
| Participation rate | 57.5% | 78.0%-20.5pp | 81.9%-24.4pp | 72.9%-15.4pp |
| Annual return | 20.38% | 91.91%-71.5pp | 68.23%-47.9pp | 40.38%-20.0pp |
| Employer contribution / active EE | $2,430 | $3,877-37.3% | $4,856-50.0% | $2,978-18.4% |
| Participant deferral / active EE | $5,893 | $8,195-28.1% | $7,758-24.0% | $5,017+17.4% |
| Admin fee / account holder | $26 | $127-79.7% | $10,762-99.8% | $145-82.3% |