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 LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 · EIN 26-0058143 | Other Fees | $8,798 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $1,691 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $1,350 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $292 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,176 | $65,376-17.1% | $87,100-37.8% | $65,185-16.9% |
| Participation rate | 96.8% | 75.3%+21.5pp | 76.9%+19.9pp | 70.2%+26.6pp |
| Annual return | 6.31% | 31.27%-25.0pp | 28.19%-21.9pp | 29.38%-23.1pp |
| Employer contribution / active EE | $144 | $1,822-92.1% | $2,521-94.3% | $2,177-93.4% |
| Participant deferral / active EE | $957 | $3,388-71.8% | $4,049-76.4% | $3,514-72.8% |
| Admin fee / account holder | $11 | $520-97.8% | $7,497-99.8% | $847-98.6% |