Filed March 5, 1998
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 |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $205,667 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $30,000 |
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 | $104,692 | $65,292+60.3% | $71,671+46.1% | $77,958+34.3% |
| Participation rate | 80.1% | 67.4%+12.7pp | 68.7%+11.4pp | 71.6%+8.5pp |
| Annual return | 18.37% | 21.25%-2.9pp | 20.65%-2.3pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1,835 | $2,085-12.0% | $2,460-25.4% | $2,310-20.6% |
| Participant deferral / active EE | $3,912 | $3,008+30.0% | $3,438+13.8% | $3,537+10.6% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |