Filed May 30, 1997
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $111,829 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 28 4208 SIX FORK ROAD · RALEIGH, NC 27609 | Investment Management | $40,000 |
GRAY, GRAY & GRAY1+ years Service code 10 · EIN 04-2088368 | Accounting | $12,994 |
BPS&M1+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $10,875 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,020 | $88,324+230.6% | $115,037+153.8% | $55,191+429.1% |
| Participation rate | 86.4% | 72.5%+13.8pp | 81.4%+5.0pp | 69.2%+17.2pp |
| Annual return | 0.96% | 6.30%-5.3pp | 26.14%-25.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $10,525 | $2,805+275.2% | $4,608+128.4% | $1,899+454.3% |
| Participant deferral / active EE | $10,007 | $5,042+98.5% | $6,026+66.1% | $3,046+228.5% |
| Admin fee / account holder | $294 | $105+178.9% | $8,175-96.4% | $91+223.7% |