Filed September 7, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $36,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,535 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,818 |
EISNERAMPER LLP3+ years Service code 16 · EIN 13-1639826 | Consulting | $5,000 |
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 | $56,874 | $69,305-17.9% | $82,313-30.9% | $69,631-18.3% |
| Participation rate | 93.0% | 80.3%+12.8pp | 76.9%+16.1pp | 70.7%+22.3pp |
| Annual return | 15.53% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,697 | $1,887-10.0% | $2,428-30.1% | $2,032-16.5% |
| Participant deferral / active EE | $4,018 | $3,568+12.6% | $3,706+8.4% | $3,224+24.6% |
| Admin fee / account holder | $84 | $97-13.4% | $5,608-98.5% | $110-23.8% |