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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $34,300 |
BCA WATSON RICE LLP1 year Filed as: BCA WATSON RICE, LLP Service code 10 · EIN 26-1726741 | Accounting | $16,800 |
Service code 28 · EIN 26-1694165 | Investment Management | $12,616 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,767 | $111,945+27.5% | $62,995+126.6% | $80,976+76.3% |
| Participation rate | 29.5% | 65.1%-35.6pp | 74.8%-45.3pp | 68.3%-38.8pp |
| Annual return | 14.84% | 17.10%-2.3pp | 87.57%-72.7pp | 22.91%-8.1pp |
| Employer contribution / active EE | $2,994 | $4,590-34.8% | $2,759+8.5% | $2,402+24.6% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,329-100.0% | $3,848-100.0% |
| Admin fee / account holder | $17 | $24-29.6% | $3,600-99.5% | $67-74.4% |