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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,045 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, INC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,500 |
Filed as: CAPTRUST Service code 16 · EIN 56-1984030 | Consulting | $17,500 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $17,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,194 | $66,528+88.2% | $86,874+44.1% | $86,799+44.2% |
| Participation rate | 99.7% | 72.4%+27.3pp | 71.6%+28.0pp | 72.3%+27.4pp |
| Annual return | 14.64% | 19.56%-4.9pp | 63.52%-48.9pp | 97.91%-83.3pp |
| Employer contribution / active EE | $7,753 | $2,007+286.3% | $2,495+210.7% | $2,405+222.3% |
| Participant deferral / active EE | $7,068 | $3,240+118.2% | $3,699+91.1% | $4,131+71.1% |
| Admin fee / account holder | $183 | $148+23.3% | $5,828-96.9% | $170+7.7% |