Filed February 24, 2016 (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 7-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 | $1,691,436 |
ALSTON & BIRD LLP7+ years Filed as: ALSTON & BIRD Service code 27 · EIN 58-0137615 | Advisory (Plan) | $174,751 |
SC&H ATTEST SERVICES, P.C.6 years Service code 10 · EIN 52-1743645 | Accounting | $72,172 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,776 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,839 | $42,127+25.4% | $85,009-37.8% | $106,408-50.3% |
| Participation rate | 92.9% | 36.6%+56.3pp | 67.5%+25.4pp | 69.9%+23.0pp |
| Annual return | 16.23% | 36.21%-20.0pp | 66.47%-50.2pp | 17.37%-1.1pp |
| Employer contribution / active EE | $1,376 | $825+66.8% | $2,728-49.6% | $3,361-59.1% |
| Participant deferral / active EE | $7,049 | $2,066+241.2% | $4,522+55.9% | $5,567+26.6% |
| Admin fee / account holder | $46 | $114-59.7% | $6,153-99.3% | $79-42.3% |