Filed September 24, 1985
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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Accounting | $14,228 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $7,676 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 16 · EIN 26-1233837 19825-B NORTH COVE RD #105 · CORNELIUS, NC 280316445 | Consulting | $5,270 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,535 | $52,670+92.8% | $90,404+12.3% | $73,409+38.3% |
| Participation rate | 96.1% | 67.7%+28.5pp | 72.7%+23.4pp | 72.2%+24.0pp |
| Annual return | 10.63% | 20.70%-10.1pp | 1293.02%-1282.4pp | 59.29%-48.7pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,910 | $2,807+181.8% | $3,963+99.6% | $3,805+107.9% |
| Admin fee / account holder | $56 | $117-52.4% | $5,611-99.0% | $158-64.8% |