Filed October 21, 2011 (most recent of 5 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 25 · EIN 04-2647786 | Directed Trustee | $505,879 |
Filed as: STRATEGIC BENEFITS ADVISORS Service code 16 · EIN 03-0415817 | Consulting | $61,479 |
Filed as: CLEAR INVESTMENT RESEARCH LLC Service code 16 · EIN 46-3868027 | Consulting | $60,848 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
WARREN AVERETT, LLC7 years Service code 10 · EIN 45-4084437 | Accounting | $7,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,098 | $152,281-26.4% | $106,213+5.5% | $99,062+13.2% |
| Participation rate | 94.4% | 92.2%+2.2pp | 75.3%+19.2pp | 71.6%+22.8pp |
| Annual return | 17.12% | 15.00%+2.1pp | 116.14%-99.0pp | 17.66%-0.5pp |
| Employer contribution / active EE | $6,511 | $5,348+21.7% | $3,171+105.3% | $3,262+99.6% |
| Participant deferral / active EE | $6,753 | $8,206-17.7% | $5,016+34.6% | $5,331+26.7% |
| Admin fee / account holder | $56 | $77-27.4% | $11,033-99.5% | $109-48.4% |