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 LLC8+ years Service code 27 · EIN 13-2624428 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
MARCUM LLP1 year Service code 99 · EIN 13-2624428 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $8,175 |
ERIC J. FERNANDEZ & CO.2 years Filed as: ERIC COHEN & ASSOCIATES PC DBA TIA Service code 99 · EIN 13-2624428 | Other Fees | $8,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,810 | $93,571+207.6% | $135,903+111.8% | $75,163+282.9% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 0.67% | 30.90%-30.2pp | 68.23%-67.6pp | 160.62%-159.9pp |
| Employer contribution / active EE | $5,503 | $3,537+55.6% | $4,856+13.3% | $2,670+106.1% |
| Participant deferral / active EE | $9,219 | $6,404+44.0% | $7,758+18.8% | $4,125+123.5% |
| Admin fee / account holder | $300 | $6,975-95.7% | $10,762-97.2% | $5,651-94.7% |