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.6+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $188,925 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $106,240 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 6300 ROCKSIDE RD · CLEVELAND, OH 44131 | Accounting | $10,500 |
MID ATLANTIC CAPITAL CORPORATION6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,615 | $79,519-2.4% | $95,952-19.1% | $73,409+5.7% |
| Participation rate | 86.1% | 81.2%+4.9pp | 77.1%+9.0pp | 72.2%+13.9pp |
| Annual return | 12.81% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,081 | $2,048-47.2% | $2,541-57.5% | $2,234-51.6% |
| Participant deferral / active EE | $3,566 | $4,138-13.8% | $4,167-14.4% | $3,805-6.3% |
| Admin fee / account holder | $288 | $184+56.4% | $6,795-95.8% | $158+82.5% |