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 LLC3+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $36,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,905 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $11,000 |
HILL WARD HENDERSON3+ years Service code 16 · EIN 59-2678550 | Consulting | $2,364 |
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 | $79,982 | $71,666+11.6% | $117,854-32.1% | $69,631+14.9% |
| Participation rate | 94.0% | 77.5%+16.5pp | 79.7%+14.4pp | 70.7%+23.3pp |
| Annual return | 16.32% | 18.86%-2.5pp | 335.08%-318.8pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,477 | $1,889-21.8% | $3,786-61.0% | $2,032-27.3% |
| Participant deferral / active EE | $4,282 | $3,340+28.2% | $4,482-4.5% | $3,224+32.8% |
| Admin fee / account holder | $187 | $120+55.6% | $8,020-97.7% | $110+69.5% |