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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 · EIN 26-0058143 | Other Fees | $37,449 |
TRI-AD ACTUARIES, INC.5+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $7,050 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,030 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,179 |
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 | $55,783 | $73,638-24.2% | $95,952-41.9% | $73,488-24.1% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 13.49% | 16.78%-3.3pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $668 | $1,863-64.1% | $2,541-73.7% | $2,270-70.6% |
| Participant deferral / active EE | $4,119 | $3,617+13.9% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $85 | $482-82.3% | $6,795-98.7% | $513-83.4% |