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 LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 | Other Fees | $38,524 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 | Other Services | $8,997 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $679 |
Filed as: VOYA RETIREMENT INSUR&ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $679 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL,LLC Service code 99 · EIN 26-0058143 | Other Fees | $0 |
LATITUDE SERVICE COMPANY INC2 years 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 | $56,244 | $72,254-22.2% | $86,677-35.1% | $64,808-13.2% |
| Participation rate | 97.6% | 80.4%+17.2pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | -16.18% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,685 | $2,393-29.6% | $2,836-40.6% | $2,506-32.8% |
| Participant deferral / active EE | $4,762 | $4,658+2.2% | $4,656+2.3% | $4,310+10.5% |
| Admin fee / account holder | $67 | $174-61.6% | $7,493-99.1% | $188-64.5% |