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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,887 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,384 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,152 | $60,323+31.2% | $81,812-3.3% | $74,495+6.3% |
| Participation rate | 94.8% | 62.9%+32.0pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 12.36% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $7,877 | $2,620+200.6% | $2,912+170.5% | $2,623+200.3% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $252 | $1,486-83.0% | $7,386-96.6% | $1,942-87.0% |