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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $38,018 |
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $13,653 |
WEBSTER ROGERS1 year Filed as: WEBSTER ROGERS LLC Service code 10 · EIN 57-0776381 | Accounting | $11,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $154,125 | $63,346+143.3% | $92,233+67.1% | $70,131+119.8% |
| Participation rate | 68.4% | 68.7%-0.3pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 16.68% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,929 | $2,471-21.9% | $3,679-47.6% | $2,342-17.6% |
| Participant deferral / active EE | $3,584 | $2,854+25.6% | $3,897-8.0% | $3,332+7.6% |
| Admin fee / account holder | $737 | $3,840-80.8% | $5,194-85.8% | $4,645-84.1% |