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 |
|---|---|---|
TATE & TRYON1 year Filed as: TATE & TRYON PC Service code 10 · EIN 52-1855942 2021 L ST NW STE 400 · WASHINGTON, DC 200364982 | Accounting | $8,400 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $8,259 |
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 | $43,290 | $51,620-16.1% | $90,281-52.0% | $65,185-33.6% |
| Participation rate | 99.1% | 68.6%+30.5pp | 73.3%+25.8pp | 70.2%+28.9pp |
| Annual return | 2.26% | 24.94%-22.7pp | 78.10%-75.8pp | 29.38%-27.1pp |
| Employer contribution / active EE | $5,101 | $2,235+128.3% | $2,854+78.7% | $2,177+134.4% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $31 | $384-91.9% | $5,351-99.4% | $847-96.3% |