Filed November 8, 2004 (most recent of 3 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 LLC4 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $215,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,441 | $115,444+87.5% | $65,493+230.5% | $102,872+110.4% |
| Participation rate | 81.4% | 71.2%+10.2pp | 73.1%+8.3pp | 73.0%+8.3pp |
| Annual return | 15.60% | 15.94%-0.3pp | 982.45%-966.8pp | 19.06%-3.5pp |
| Employer contribution / active EE | $5,449 | $3,409+59.8% | $2,574+111.7% | $3,526+54.5% |
| Participant deferral / active EE | $7,210 | $4,118+75.1% | $3,961+82.0% | $5,535+30.3% |
| Admin fee / account holder | $46 | $123-62.8% | $5,028-99.1% | $292-84.3% |