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 LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,500 |
COHN REZNICK LLP2+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,560 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,155 |
DAVIS1 year Filed as: DAVIS & COMPANY Service code 49 · EIN 22-3112339 | Other Services | $12,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,868 | $80,354+39.2% | $133,980-16.5% | $63,975+74.9% |
| Participation rate | 99.7% | 87.5%+12.1pp | 87.1%+12.6pp | 71.1%+28.5pp |
| Annual return | 6.84% | 13.11%-6.3pp | 29.30%-22.5pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,937 | $3,503+12.4% | $5,211-24.5% | $2,182+80.4% |
| Participant deferral / active EE | $10,128 | $5,239+93.3% | $6,282+61.2% | $3,356+201.7% |
| Admin fee / account holder | $62 | $69-10.6% | $9,324-99.3% | $70-12.0% |