Filed March 17, 2006 (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 LLC1+ years Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $30,199 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE Service code 15 · EIN 35-0500670 | Recordkeeping | $17,077 |
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 | $128,412 | $56,897+125.7% | $84,750+51.5% | $62,891+104.2% |
| Participation rate | 77.7% | 68.5%+9.1pp | 76.6%+1.1pp | 69.3%+8.4pp |
| Annual return | 4.37% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,836 | $2,400-23.5% | $3,574-48.6% | $2,281-19.5% |
| Participant deferral / active EE | $3,543 | $2,709+30.8% | $3,712-4.5% | $3,203+10.6% |
| Admin fee / account holder | $572 | $3,581-84.0% | $5,332-89.3% | $4,296-86.7% |