Filed January 25, 2005 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $34,765 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,139 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,150 | $98,982-16.0% | $162,163-48.7% | $65,185+27.6% |
| Participation rate | 98.3% | 85.8%+12.5pp | 87.6%+10.7pp | 70.2%+28.1pp |
| Annual return | 22.89% | 24.84%-1.9pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,119 | $3,467-38.9% | $5,614-62.3% | $2,177-2.6% |
| Participant deferral / active EE | $4,141 | $5,384-23.1% | $7,298-43.3% | $3,514+17.8% |
| Admin fee / account holder | $317 | $596-46.9% | $10,843-97.1% | $847-62.6% |