Filed July 24, 2010
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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,997 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,497 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,676 | $66,124+2.3% | $90,404-25.1% | $73,488-7.9% |
| Participation rate | 90.8% | 69.7%+21.2pp | 72.7%+18.2pp | 70.7%+20.2pp |
| Annual return | 15.67% | 17.65%-2.0pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,206 | $2,346+121.9% | $3,262+59.6% | $2,270+129.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $202 | $396-49.0% | $5,611-96.4% | $513-60.6% |