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 |
|---|---|---|
Service code 28 · EIN 82-3538929 | Investment Management | $48,697 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $29,100 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $28,800 |
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,624 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,050 |
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 | $87,885 | $141,493-37.9% | $75,696+16.1% | $106,520-17.5% |
| Participation rate | 39.5% | 65.2%-25.7pp | 74.8%-35.4pp | 71.3%-31.8pp |
| Annual return | 14.19% | 15.80%-1.6pp | 104.53%-90.3pp | 19.28%-5.1pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $2,490 | $4,740-47.5% | $3,821-34.9% | $4,948-49.7% |
| Admin fee / account holder | $10 | $40-75.4% | $3,619-99.7% | $75-86.7% |