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: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $42,400 |
Service code 28 · EIN 82-3538929 | Investment Management | $37,026 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $15,750 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,149 | $121,004-38.7% | $69,455+6.8% | $89,569-17.2% |
| Participation rate | 30.3% | 66.9%-36.7pp | 74.6%-44.3pp | 69.6%-39.3pp |
| Annual return | 19.76% | 20.21%-0.4pp | 28.97%-9.2pp | 34.56%-14.8pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,779-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,452 | $4,335-66.5% | $3,535-58.9% | $4,220-65.6% |
| Admin fee / account holder | $9 | $32-72.1% | $3,839-99.8% | $72-87.6% |