Filed August 14, 2009
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 13 · EIN 42-0127290 | Contract Administrator | $595,627 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,811 |
FAW CASSON10+ years Service code 10 · EIN 52-0619968 | Accounting | $21,500 |
VENABLE LLP10+ years Service code 29 · EIN 52-0517250 | Legal | $10,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,553 | $106,382-27.1% | $120,354-35.6% | $106,382-27.1% |
| Participation rate | 39.5% | 69.9%-30.4pp | 71.9%-32.4pp | 69.9%-30.4pp |
| Annual return | 12.75% | 17.37%-4.6pp | 107.15%-94.4pp | 17.37%-4.6pp |
| Employer contribution / active EE | $1,161 | $3,364-65.5% | $3,463-66.5% | $3,364-65.5% |
| Participant deferral / active EE | $1,984 | $5,569-64.4% | $4,991-60.3% | $5,569-64.4% |
| Admin fee / account holder | $71 | $79-10.8% | $9,423-99.3% | $79-10.8% |