Filed August 4, 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 LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $36,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,755 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: MHM, P.C. Service code 10 · EIN 43-1947695 | Accounting | $11,000 |
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 | $73,264 | $107,378-31.8% | $108,579-32.5% | $57,658+27.1% |
| Participation rate | 94.8% | 77.1%+17.7pp | 79.6%+15.2pp | 70.2%+24.5pp |
| Annual return | 7.32% | 12.80%-5.5pp | -51.70%+59.0pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,390 | $1,782-22.0% | $3,758-63.0% | $1,974-29.6% |
| Participant deferral / active EE | $3,906 | $3,221+21.3% | $4,311-9.4% | $3,061+27.6% |
| Admin fee / account holder | $189 | $108+74.5% | $7,645-97.5% | $95+100.3% |