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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,179 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, INC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,934 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,624 |
MOSS ADAMS LLP1 year Filed as: MOSSADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,154 | $76,173+48.5% | $81,382+39.0% | $199,593-43.3% |
| Participation rate | 94.3% | 76.3%+18.1pp | 69.5%+24.8pp | 72.0%+22.3pp |
| Annual return | 16.63% | 15.59%+1.0pp | 24.73%-8.1pp | 34.25%-17.6pp |
| Employer contribution / active EE | $7,712 | $2,792+176.2% | $2,463+213.1% | $3,034+154.2% |
| Participant deferral / active EE | $7,384 | $4,201+75.8% | $3,883+90.2% | $5,087+45.2% |
| Admin fee / account holder | $166 | $146+13.5% | $5,768-97.1% | $269-38.3% |