Filed December 25, 2013
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 LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $123,402 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $114,046 |
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 | $235,406 | $115,744+103.4% | $100,391+134.5% | $199,593+17.9% |
| Participation rate | 84.2% | 85.7%-1.5pp | 81.5%+2.7pp | 72.0%+12.2pp |
| Annual return | 14.44% | 17.79%-3.4pp | 49.20%-34.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $5,498 | $3,657+50.3% | $3,942+39.5% | $3,034+81.2% |
| Participant deferral / active EE | $12,848 | $9,844+30.5% | $8,082+59.0% | $5,087+152.6% |
| Admin fee / account holder | $129 | $93+38.7% | $7,899-98.4% | $269-52.1% |