Filed February 22, 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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,355 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,700 | $86,929+115.9% | $102,423+83.3% | $80,856+132.1% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.6%+22.7pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $8,108 | $2,369+242.2% | $3,023+168.2% | $2,755+194.3% |
| Participant deferral / active EE | $16,223 | $4,118+293.9% | $5,053+221.1% | $4,296+277.7% |
| Admin fee / account holder | $607 | $8,049-92.5% | $9,451-93.6% | $6,918-91.2% |