Filed April 25, 2011 (most recent of 3 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 | $131,724 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,065 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,277 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,398 | $31,741+36.7% | $56,411-23.1% | $199,593-78.3% |
| Participation rate | 62.6% | 32.3%+30.3pp | 52.5%+10.2pp | 72.0%-9.3pp |
| Annual return | 13.88% | 14.72%-0.8pp | 1701.33%-1687.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,165 | $508+129.5% | $1,039+12.2% | $3,034-61.6% |
| Participant deferral / active EE | $2,400 | $1,184+102.7% | $1,952+23.0% | $5,087-52.8% |
| Admin fee / account holder | $58 | $426-86.4% | $2,829-98.0% | $269-78.5% |