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) | $23,532 |
BCA WATSON RICE LLP1 year Filed as: BCA WATSON RICE, LLP Service code 10 · EIN 26-1726741 | Accounting | $14,750 |
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.
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 | $130,739 | $111,945+16.8% | $62,995+107.5% | $80,976+61.5% |
| Participation rate | 69.3% | 65.1%+4.2pp | 74.8%-5.5pp | 68.3%+1.0pp |
| Annual return | 16.83% | 17.10%-0.3pp | 87.57%-70.7pp | 22.91%-6.1pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,759-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $4,480 | $3,579+25.2% | $3,329+34.6% | $3,848+16.4% |
| Admin fee / account holder | $17 | $24-29.3% | $3,600-99.5% | $67-74.4% |