Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $232,559 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,776 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,700 |
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 | $118,224 | $80,211+47.4% | $74,183+59.4% | $63,975+84.8% |
| Participation rate | 97.1% | 84.2%+12.9pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 43.15% | 14.13%+29.0pp | 17.74%+25.4pp | 48.65%-5.5pp |
| Employer contribution / active EE | $4,828 | $2,553+89.1% | $2,370+103.7% | $2,182+121.3% |
| Participant deferral / active EE | $7,201 | $4,370+64.8% | $3,550+102.9% | $3,356+114.5% |
| Admin fee / account holder | $182 | $67+171.4% | $5,586-96.7% | $70+159.0% |