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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $74,935 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $38,074 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 27-6095731 | Pension Consulting | $28,800 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,651 | $145,906-21.4% | $67,502+69.8% | $106,382+7.8% |
| Participation rate | 33.5% | 67.1%-33.7pp | 72.9%-39.4pp | 69.9%-36.4pp |
| Annual return | 12.77% | 15.10%-2.3pp | 3512.12%-3499.4pp | 17.37%-4.6pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $3,513 | $5,093-31.0% | $4,000-12.2% | $5,569-36.9% |
| Admin fee / account holder | $16 | $38-58.8% | $3,998-99.6% | $79-80.3% |