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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $31,610 |
ERNST & YOUNG LLP1 year Filed as: ERMST & YOUNG LLP Service code 16 · EIN 34-6565596 | Consulting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,011 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,158 |
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 | $49,683 | $65,118-23.7% | $76,768-35.3% | $55,725-10.8% |
| Participation rate | 92.4% | 79.6%+12.8pp | 77.0%+15.4pp | 70.9%+21.5pp |
| Annual return | -3.85% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,664 | $1,941-14.3% | $2,485-33.1% | $2,078-19.9% |
| Participant deferral / active EE | $3,846 | $3,688+4.3% | $3,852-0.1% | $3,356+14.6% |
| Admin fee / account holder | $89 | $116-23.4% | $6,675-98.7% | $115-22.9% |