Filed December 18, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $887,160 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $248,871 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $70,677 |
DELOITTE & TOUCHE LLP9 years Service code 16 · EIN 13-3891517 | Consulting | $25,463 |
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 | $41,619 | $73,283-43.2% | $155,567-73.2% | $106,408-60.9% |
| Participation rate | 94.2% | 73.3%+20.9pp | 78.2%+16.0pp | 69.9%+24.3pp |
| Annual return | 16.04% | 15.76%+0.3pp | 64.74%-48.7pp | 17.37%-1.3pp |
| Employer contribution / active EE | $2,958 | $2,241+32.0% | $4,674-36.7% | $3,361-12.0% |
| Participant deferral / active EE | $6,431 | $4,567+40.8% | $5,628+14.3% | $5,567+15.5% |
| Admin fee / account holder | $60 | $56+7.6% | $15,916-99.6% | $79-24.0% |