Filed September 20, 2012
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $24,157 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $12,742 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $52,293-56.1% | $178,490-87.1% | $73,409-68.7% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.2pp |
| Annual return | 15.53% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,485 | $1,735-14.4% | $5,011-70.4% | $2,234-33.5% |
| Participant deferral / active EE | $2,540 | $2,332+8.9% | $5,202-51.2% | $3,805-33.3% |
| Admin fee / account holder | $113 | $127-11.1% | $13,984-99.2% | $158-28.3% |