Filed November 9, 2012
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 LLC2+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $81,640 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $63,842 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,108 |
KPMG LLP2+ years Service code 16 · EIN 13-5565207 | Consulting | $27,000 |
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 | $46,964 | $70,961-33.8% | $108,579-56.7% | $65,292-28.1% |
| Participation rate | 92.6% | 80.9%+11.7pp | 79.6%+13.1pp | 72.4%+20.2pp |
| Annual return | 7.63% | 10.24%-2.6pp | -51.70%+59.3pp | 11.84%-4.2pp |
| Employer contribution / active EE | $2,152 | $1,833+17.4% | $3,758-42.7% | $2,302-6.5% |
| Participant deferral / active EE | $2,854 | $3,662-22.1% | $4,311-33.8% | $3,579-20.2% |
| Admin fee / account holder | $32 | $43-25.2% | $7,645-99.6% | $57-44.5% |