Filed August 15, 2018 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $249,319 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,364 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,500 |
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 | $139,937 | $112,686+24.2% | $169,993-17.7% | $80,160+74.6% |
| Participation rate | 86.1% | 87.4%-1.3pp | 87.0%-0.9pp | 72.9%+13.2pp |
| Annual return | 19.69% | 67.04%-47.4pp | 53.37%-33.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $3,794 | $4,481-15.3% | $6,785-44.1% | $2,978+27.4% |
| Participant deferral / active EE | $7,980 | $7,876+1.3% | $10,408-23.3% | $5,017+59.1% |
| Admin fee / account holder | $121 | $99+22.3% | $12,815-99.1% | $145-16.4% |