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 LLC10+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
MARCUM LLP3 years Service code 99 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $19,760 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $870 |
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 | $350,659 | $109,881+219.1% | $150,045+133.7% | $84,808+313.5% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 8.97% | 28.25%-19.3pp | 62.55%-53.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $4,338 | $3,561+21.8% | $4,693-7.6% | $2,631+64.9% |
| Participant deferral / active EE | $10,503 | $6,636+58.3% | $7,997+31.3% | $4,212+149.4% |
| Admin fee / account holder | $321 | $8,568-96.2% | $13,435-97.6% | $7,344-95.6% |