Filed October 18, 2018 (most recent of 9 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,443,105 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $135,000 |
KPMG LLP5 years Service code 16 · EIN 13-5565207 | Consulting | $30,900 |
HILL WARD HENDERSON6 years Service code 16 · EIN 59-2678550 | Consulting | $17,676 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,303 | $73,283+8.2% | $155,567-49.0% | $106,408-25.5% |
| Participation rate | 97.7% | 73.3%+24.4pp | 78.2%+19.5pp | 69.9%+27.8pp |
| Annual return | 16.09% | 15.76%+0.3pp | 64.74%-48.6pp | 17.37%-1.3pp |
| Employer contribution / active EE | $2,861 | $2,241+27.7% | $4,674-38.8% | $3,361-14.9% |
| Participant deferral / active EE | $5,892 | $4,567+29.0% | $5,628+4.7% | $5,567+5.8% |
| Admin fee / account holder | $41 | $56-25.9% | $15,916-99.7% | $79-47.6% |