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 LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $82,371 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,137 |
KPMG LLP3+ years Service code 16 · EIN 13-5565207 | Consulting | $16,000 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | -$6,803 |
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 | $50,490 | $77,180-34.6% | $117,854-57.2% | $177,276-71.5% |
| Participation rate | 91.9% | 85.8%+6.2pp | 79.7%+12.3pp | 74.8%+17.1pp |
| Annual return | 25.68% | 20.91%+4.8pp | 335.08%-309.4pp | 21.25%+4.4pp |
| Employer contribution / active EE | $1,528 | $1,992-23.3% | $3,786-59.6% | $2,479-38.3% |
| Participant deferral / active EE | $2,730 | $3,956-31.0% | $4,482-39.1% | $3,881-29.6% |
| Admin fee / account holder | $20 | $54-62.8% | $8,020-99.7% | $154-86.8% |