Filed January 18, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,334 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,599 | $54,193-60.1% | $93,606-76.9% | $77,643-72.2% |
| Participation rate | 93.7% | 63.9%+29.7pp | 68.7%+24.9pp | 70.6%+23.1pp |
| Annual return | 10.95% | 30.54%-19.6pp | 133.20%-122.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,047 | $1,168-10.4% | $2,420-56.7% | $2,726-61.6% |
| Participant deferral / active EE | $2,806 | $3,144-10.8% | $4,411-36.4% | $4,647-39.6% |
| Admin fee / account holder | $139 | $576-75.8% | $8,285-98.3% | $430-67.7% |