Filed January 10, 2007
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 |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $112,391 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $95,750 |
FILBRANDT WEALTH MANAGEMENT LLC2 years Service code 28 · EIN 82-3538929 | Investment Management | $68,672 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
THE LAM GROUP, INC1 year Service code 27 · EIN 13-3898451 | Advisory (Plan) | $13,255 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,539 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $140,288 | $121,004+15.9% | $69,455+102.0% | $89,569+56.6% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.6%+13.9pp | 69.6%+18.9pp |
| Annual return | 18.82% | 20.21%-1.4pp | 28.97%-10.2pp | 34.56%-15.7pp |
| Employer contribution / active EE | $6,805 | $5,335+27.6% | $2,779+144.9% | $2,584+163.3% |
| Participant deferral / active EE | $3,130 | $4,335-27.8% | $3,535-11.5% | $4,220-25.8% |
| Admin fee / account holder | $14 | $32-56.3% | $3,839-99.6% | $72-80.6% |