Filed January 30, 2006 (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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $113,987 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: REGAN, LEVIN, BLOSS, BROWN & SAVCHA Service code 10 · EIN 27-0641509 | Accounting | $7,500 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,311 | $79,519-20.4% | $95,952-34.0% | $73,409-13.8% |
| Participation rate | 96.7% | 81.2%+15.5pp | 77.1%+19.6pp | 72.2%+24.5pp |
| Annual return | 18.24% | 19.20%-1.0pp | 91.61%-73.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,622 | $2,048-20.8% | $2,541-36.2% | $2,234-27.4% |
| Participant deferral / active EE | $2,345 | $4,138-43.3% | $4,167-43.7% | $3,805-38.4% |
| Admin fee / account holder | $304 | $184+64.7% | $6,795-95.5% | $158+92.3% |