Filed June 1, 2010
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 13 · EIN 42-0127290 | Contract Administrator | $86,292 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,721 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,338 | $99,078+100.2% | $96,544+105.4% | $74,419+166.5% |
| Participation rate | 96.0% | 80.7%+15.3pp | 76.0%+20.1pp | 70.7%+25.3pp |
| Annual return | 13.06% | 22.48%-9.4pp | 25.84%-12.8pp | 34.38%-21.3pp |
| Employer contribution / active EE | $1,242 | $2,570-51.7% | $2,965-58.1% | $2,637-52.9% |
| Participant deferral / active EE | $7,442 | $4,933+50.9% | $4,851+53.4% | $4,528+64.4% |
| Admin fee / account holder | $347 | $225+54.5% | $8,252-95.8% | $348-0.2% |