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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,535,024 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $101,250 |
HILL WARD & HENDORSON4+ years Filed as: HILL, WARD, HENDERSO Service code 16 · EIN 59-2678550 | Consulting | $19,120 |
KPMG LLP4+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $17,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,877 | $46,969-0.2% | $154,107-69.6% | $73,367-36.1% |
| Participation rate | 97.3% | 72.4%+24.9pp | 83.0%+14.2pp | 69.5%+27.8pp |
| Annual return | -4.74% | 821.68%-826.4pp | 735.12%-739.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $2,269 | $1,723+31.7% | $5,298-57.2% | $2,499-9.2% |
| Participant deferral / active EE | $3,936 | $3,162+24.5% | $5,081-22.5% | $4,033-2.4% |
| Admin fee / account holder | $55 | $47+18.1% | $13,411-99.6% | $68-19.5% |