Filed February 21, 2006
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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,998 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,185 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD MACKEY Service code 56 15 PUBLIC SQUARE · WILKES BARRE, PA 187011700 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | 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 | $60,841 | $46,732+30.2% | $156,549-61.1% | $55,167+10.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.59% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,739 | $2,105-17.4% | $5,501-68.4% | $1,963-11.4% |
| Participant deferral / active EE | $2,424 | $2,204+10.0% | $4,871-50.2% | $3,054-20.6% |
| Admin fee / account holder | $112 | $418-73.2% | $13,027-99.1% | $504-77.8% |