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 |
|---|---|---|
Service code 99 | Other Fees | $39,916 |
LATITUDE SERVICE COMPANY INC4 years Service code 49 · EIN 82-1371994 | Other Services | $7,232 |
Filed as: CAPFINANCIAL PARTNERS,LLC Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,007 | $88,890-40.4% | $102,423-48.2% | $77,643-31.7% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 12.70% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,503 | $2,698-7.2% | $3,023-17.2% | $2,726-8.2% |
| Participant deferral / active EE | $5,082 | $5,145-1.2% | $5,053+0.6% | $4,647+9.4% |
| Admin fee / account holder | $78 | $235-67.0% | $9,451-99.2% | $430-81.9% |