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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $201,510 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,111 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,506 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $24,576 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $18,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,676 | $84,517-31.8% | $133,956-56.9% | $93,223-38.1% |
| Participation rate | 85.4% | 81.9%+3.5pp | 79.8%+5.5pp | 74.9%+10.5pp |
| Annual return | 17.57% | 16.66%+0.9pp | 45.09%-27.5pp | 19.29%-1.7pp |
| Employer contribution / active EE | $2,993 | $2,296+30.4% | $3,919-23.6% | $2,680+11.7% |
| Participant deferral / active EE | $3,545 | $4,286-17.3% | $5,048-29.8% | $4,563-22.3% |
| Admin fee / account holder | $37 | $66-43.5% | $8,927-99.6% | $79-52.8% |