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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,042,320 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $83,811 |
ALSTON & BIRD LLP7+ years Service code 29 · EIN 58-0137615 | Legal | $49,297 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $30,160 |
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 | $34,937 | $47,385-26.3% | $56,411-38.1% | $106,382-67.2% |
| Participation rate | 89.6% | 33.2%+56.4pp | 52.5%+37.2pp | 69.9%+19.7pp |
| Annual return | 39.74% | 17.29%+22.5pp | 1701.33%-1661.6pp | 17.37%+22.4pp |
| Employer contribution / active EE | $2,217 | $623+255.9% | $1,039+113.5% | $3,364-34.1% |
| Participant deferral / active EE | $4,042 | $1,440+180.6% | $1,952+107.1% | $5,569-27.4% |
| Admin fee / account holder | $60 | $78-23.7% | $2,829-97.9% | $79-24.8% |