Filed December 14, 2011
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $423,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $382,555 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $154,789 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $145,444 |
JACKSON LEWIS P.C.7 years Service code 29 · EIN 46-3862389 | Legal | $22,963 |
ALIGHT SOLUTIONS LLC4 years Service code 16 · EIN 82-1061233 | Consulting | $12,634 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,975 | $159,391-0.9% | $102,423+54.2% | $99,062+59.5% |
| Participation rate | 99.3% | 88.6%+10.7pp | 76.5%+22.8pp | 71.6%+27.6pp |
| Annual return | 15.43% | 19.03%-3.6pp | 29.32%-13.9pp | 17.66%-2.2pp |
| Employer contribution / active EE | $7,235 | $4,207+72.0% | $3,023+139.3% | $3,262+121.8% |
| Participant deferral / active EE | $9,627 | $7,498+28.4% | $5,053+90.5% | $5,331+80.6% |
| Admin fee / account holder | $119 | $159-25.1% | $9,451-98.7% | $109+9.4% |