Filed May 22, 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 LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 · EIN 45-0479693 | Other Fees | $38,102 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $8,657 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $7,700 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 37 · EIN 36-4317381 | Loan Processing | $1,607 |
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 | $72,342 | $59,186+22.2% | $76,768-5.8% | $56,287+28.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 77.0%+20.5pp | 69.9%+27.6pp |
| Annual return | 7.83% | 6.62%+1.2pp | 2.43%+5.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $2,258 | $1,759+28.4% | $2,485-9.1% | $2,111+7.0% |
| Participant deferral / active EE | $4,144 | $3,255+27.3% | $3,852+7.6% | $3,350+23.7% |
| Admin fee / account holder | $75 | $489-84.6% | $6,675-98.9% | $521-85.6% |