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.7+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $177,839 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $88,055 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 6300 ROCKSIDE RD · CLEVELAND, OH 44131 | Accounting | $10,000 |
MID ATLANTIC CAPITAL CORPORATION7+ 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 | $80,131 | $144,996-44.7% | $111,297-28.0% | $93,030-13.9% |
| Participation rate | 87.8% | 86.2%+1.7pp | 77.3%+10.5pp | 73.9%+13.9pp |
| Annual return | 18.66% | 18.26%+0.4pp | 54.65%-36.0pp | 158.70%-140.0pp |
| Employer contribution / active EE | $1,333 | $3,056-56.4% | $2,731-51.2% | $2,706-50.7% |
| Participant deferral / active EE | $4,200 | $5,587-24.8% | $4,487-6.4% | $4,562-8.0% |
| Admin fee / account holder | $221 | $103+113.2% | $7,964-97.2% | $152+45.4% |