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 LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $25,750 |
WEBSTER ROGERS2 years Filed as: WEBSTER ROGERS LLC Service code 10 · EIN 57-0776381 | Accounting | $10,750 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $10,036 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $9,900 |
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 | $141,005 | $57,354+145.9% | $83,848+68.2% | $64,186+119.7% |
| Participation rate | 69.0% | 68.6%+0.4pp | 76.1%-7.2pp | 69.6%-0.6pp |
| Annual return | -2.64% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,990 | $2,545-21.8% | $3,631-45.2% | $2,381-16.4% |
| Participant deferral / active EE | $3,536 | $2,993+18.1% | $4,082-13.4% | $3,470+1.9% |
| Admin fee / account holder | $695 | $4,046-82.8% | $5,478-87.3% | $4,888-85.8% |