Filed May 24, 2018
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 8-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 | $916,076 |
CAPFINANCIAL PARTNERS LLC5 years Service code 16 · EIN 26-0058143 | Consulting | $145,184 |
ALSTON & BIRD LLP8+ years Service code 29 · EIN 58-0137615 | Legal | $50,959 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $30,992 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,539 | $140,769-71.9% | $53,898-26.6% | $140,769-71.9% |
| Participation rate | 91.6% | 74.2%+17.4pp | 55.0%+36.6pp | 74.2%+17.4pp |
| Annual return | 16.98% | 16.82%+0.2pp | 528.60%-511.6pp | 16.82%+0.2pp |
| Employer contribution / active EE | $2,445 | $3,906-37.4% | $932+162.4% | $3,906-37.4% |
| Participant deferral / active EE | $4,411 | $6,717-34.3% | $1,826+141.5% | $6,717-34.3% |
| Admin fee / account holder | $68 | $229-70.4% | $2,491-97.3% | $229-70.4% |