Filed June 14, 2008
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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,161 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,100 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,830 | $82,978+208.3% | $129,995+96.8% | $71,457+258.0% |
| Participation rate | 98.0% | 74.1%+23.9pp | 78.5%+19.5pp | 67.9%+30.0pp |
| Annual return | 15.63% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,276 | $2,622+24.9% | $4,320-24.2% | $2,588+26.6% |
| Participant deferral / active EE | $12,136 | $4,432+173.8% | $5,820+108.5% | $4,289+183.0% |
| Admin fee / account holder | -$75 | $1,729-104.3% | $10,614-100.7% | $1,587-104.7% |