Filed August 23, 2012
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 37 · EIN 04-2647786 | Loan Processing | $39,164 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $8,621 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 P.O. BOX 600071 · RALEIGH, NC 276756071 | Consulting | $6,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,032 | $80,211-25.2% | $74,183-19.1% | $63,975-6.2% |
| Participation rate | 88.1% | 84.2%+3.9pp | 76.6%+11.5pp | 71.1%+16.9pp |
| Annual return | 5.21% | 14.13%-8.9pp | 17.74%-12.5pp | 48.65%-43.4pp |
| Employer contribution / active EE | $991 | $2,553-61.2% | $2,370-58.2% | $2,182-54.6% |
| Participant deferral / active EE | $3,714 | $4,370-15.0% | $3,550+4.6% | $3,356+10.6% |
| Admin fee / account holder | $35 | $67-47.3% | $5,586-99.4% | $70-49.7% |