Filed February 23, 2011 (most recent of 4 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 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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 12 · EIN 04-2647786 | Shareholder servicing fees; Recordkee... | $342,032 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,954 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,365 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $32,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,011 | $67,679+21.2% | $155,509-47.3% | $99,062-17.2% |
| Participation rate | 92.4% | 67.2%+25.2pp | 78.2%+14.2pp | 71.6%+20.8pp |
| Annual return | 13.55% | 16.16%-2.6pp | 64.67%-51.1pp | 17.66%-4.1pp |
| Employer contribution / active EE | $3,815 | $2,268+68.2% | $4,672-18.3% | $3,262+17.0% |
| Participant deferral / active EE | $4,592 | $3,828+19.9% | $5,626-18.4% | $5,331-13.9% |
| Admin fee / account holder | $52 | $94-44.3% | $15,912-99.7% | $109-52.1% |