Filed November 26, 2007 (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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $64,320 |
BCA WATSON RICE LLP2+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 | Accounting | $22,600 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $12,320 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $213 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $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 | $102,512 | $89,117+15.0% | $57,179+79.3% | $329,111-68.9% |
| Participation rate | 80.1% | 67.2%+12.8pp | 75.3%+4.7pp | 67.9%+12.2pp |
| Annual return | 6.59% | 7.87%-1.3pp | 14.59%-8.0pp | 16.35%-9.8pp |
| Employer contribution / active EE | $4,154 | $4,034+3.0% | $2,682+54.8% | $2,303+80.3% |
| Participant deferral / active EE | $0 | $3,328-100.0% | $3,096-100.0% | $3,682-100.0% |
| Admin fee / account holder | $11 | $21-46.3% | $3,139-99.6% | $754-98.5% |