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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $45,142 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,871 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY INC Service code 99 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Fees | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,799 | $136,307-28.3% | $177,821-45.0% | $73,488+33.1% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.7%+8.7pp | 70.7%+25.7pp |
| Annual return | 16.61% | 18.68%-2.1pp | 48.32%-31.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,218 | $3,712-40.2% | $5,918-62.5% | $2,270-2.3% |
| Participant deferral / active EE | $4,399 | $5,829-24.5% | $7,714-43.0% | $3,740+17.6% |
| Admin fee / account holder | $393 | $596-34.0% | $12,427-96.8% | $513-23.4% |