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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 | Other Fees | $40,754 |
Service code 49 | Other Services | $8,928 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,045 |
Filed as: VOYA RETIREMENT INSUR&ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,045 |
Filed as: CAPFINANCIAL,LLC Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Filed as: LATITUDE SERVICE COMPANY INC. Service code 49 · EIN 82-1371994 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,295 | $84,936-19.6% | $111,297-38.6% | $79,386-14.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 16.11% | 17.45%-1.3pp | 54.65%-38.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,157 | $1,979-41.6% | $2,731-57.7% | $2,427-52.4% |
| Participant deferral / active EE | $4,576 | $3,888+17.7% | $4,487+2.0% | $4,046+13.1% |
| Admin fee / account holder | $79 | $537-85.4% | $7,964-99.0% | $626-87.5% |