Filed September 21, 2001
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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
COHN REZNICK LLP1+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $23,245 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $0 |
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 | $115,748 | $75,760+52.8% | $123,104-6.0% | $59,188+95.6% |
| Participation rate | 98.2% | 86.0%+12.2pp | 86.8%+11.4pp | 69.4%+28.8pp |
| Annual return | 1.52% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $3,873 | $3,415+13.4% | $5,151-24.8% | $2,098+84.6% |
| Participant deferral / active EE | $9,994 | $5,000+99.9% | $6,230+60.4% | $3,265+206.1% |
| Admin fee / account holder | $49 | $61-18.7% | $9,015-99.5% | $92-46.4% |