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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |