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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $233,119 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
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 | $101,246 | $57,606+75.8% | $67,313+50.4% | $75,289+34.5% |
| Participation rate | 79.8% | 68.2%+11.5pp | 69.1%+10.7pp | 72.4%+7.3pp |
| Annual return | -4.49% | -0.47%-4.0pp | -4.08%-0.4pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,156 | $2,206-2.3% | $2,566-16.0% | $2,405-10.4% |
| Participant deferral / active EE | $4,230 | $3,195+32.4% | $3,568+18.5% | $3,739+13.1% |
| Admin fee / account holder | $0 | $83-100.0% | $4,507-100.0% | $102-100.0% |