Filed January 7, 2014 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,715 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $35,539 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $12,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,589 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,029 | $55,790+93.6% | $76,817+40.6% | $67,579+59.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 26.68% | 64.45%-37.8pp | 1166.11%-1139.4pp | 378.56%-351.9pp |
| Employer contribution / active EE | $7,407 | $1,810+309.2% | $2,302+221.7% | $2,148+244.9% |
| Participant deferral / active EE | $6,258 | $2,875+117.7% | $3,336+87.6% | $3,539+76.8% |
| Admin fee / account holder | $43 | $159-73.0% | $6,420-99.3% | $142-69.8% |