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 | $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% |