Filed October 23, 2013 (most recent of 2 filings on file)
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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $121,515 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,574 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,450 |
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 | $79,382 | $57,610+37.8% | $154,803-48.7% | $102,872-22.8% |
| Participation rate | 89.3% | 59.5%+29.9pp | 78.1%+11.3pp | 73.0%+16.3pp |
| Annual return | 19.26% | 30.49%-11.2pp | 58.88%-39.6pp | 19.06%+0.2pp |
| Employer contribution / active EE | $2,035 | $1,883+8.1% | $4,305-52.7% | $3,526-42.3% |
| Participant deferral / active EE | $5,490 | $2,914+88.4% | $5,540-0.9% | $5,535-0.8% |
| Admin fee / account holder | $46 | $368-87.4% | $14,329-99.7% | $292-84.2% |