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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $894,044 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $248,763 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $141,253 |
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 | $49,454 | $66,513-25.6% | $178,490-72.3% | $106,222-53.4% |
| Participation rate | 92.1% | 73.8%+18.3pp | 81.9%+10.2pp | 70.8%+21.3pp |
| Annual return | 15.90% | 21.81%-5.9pp | 151.07%-135.2pp | 21.69%-5.8pp |
| Employer contribution / active EE | $1,065 | $1,776-40.0% | $5,011-78.7% | $2,723-60.9% |
| Participant deferral / active EE | $3,370 | $3,679-8.4% | $5,202-35.2% | $4,600-26.7% |
| Admin fee / account holder | $52 | $53-2.5% | $13,984-99.6% | $78-33.5% |