Filed January 9, 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 13-2624428 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 13-2624428 270 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $16,500 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $664 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $21 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $311,754 | $203,209+53.4% | $159,436+95.5% | - |
| Participation rate | 94.9% | 77.0%+17.9pp | 82.8%+12.1pp | - |
| Annual return | 27.95% | 10.23%+17.7pp | 263.57%-235.6pp | - |
| Employer contribution / active EE | $5,004 | $2,919+71.4% | $4,829+3.6% | - |
| Participant deferral / active EE | $9,537 | $5,954+60.2% | $7,352+29.7% | - |
| Admin fee / account holder | $291 | $10,627-97.3% | $10,799-97.3% | - |