Filed December 30, 2011 (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 |
|---|---|---|
NOBLE-DAVIS CONSULTING, INC.5+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $205,275 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $83,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 6300 ROCKSIDE RD · CLEVELAND, OH 44131 | Accounting | $14,400 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,996 | $105,247-39.2% | $87,100-26.5% | $77,787-17.7% |
| Participation rate | 81.4% | 85.8%-4.4pp | 76.9%+4.5pp | 73.2%+8.2pp |
| Annual return | 24.07% | 24.52%-0.4pp | 28.19%-4.1pp | 32.57%-8.5pp |
| Employer contribution / active EE | $1,112 | $2,895-61.6% | $2,521-55.9% | $2,504-55.6% |
| Participant deferral / active EE | $3,152 | $5,060-37.7% | $4,049-22.1% | $3,967-20.6% |
| Admin fee / account holder | $262 | $104+151.1% | $7,497-96.5% | $100+162.2% |