Filed August 9, 1999 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $192,447 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,975 |
CHERRY BEKAERT LLP3 years Service code 10 · EIN 56-0574444 | Accounting | $11,000 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $10,325 |
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 | $78,555 | $176,491-55.5% | $95,952-18.1% | $90,288-13.0% |
| Participation rate | 98.6% | 86.6%+12.0pp | 77.1%+21.5pp | 73.4%+25.2pp |
| Annual return | 18.16% | 20.14%-2.0pp | 91.61%-73.5pp | 53.97%-35.8pp |
| Employer contribution / active EE | $2,136 | $2,789-23.4% | $2,541-15.9% | $2,524-15.4% |
| Participant deferral / active EE | $3,932 | $5,340-26.4% | $4,167-5.6% | $4,232-7.1% |
| Admin fee / account holder | $130 | $154-15.5% | $6,795-98.1% | $114+14.1% |