Filed September 29, 1992 (most recent of 2 filings on file)
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: CAPFINANCIAL PARTNERS, LLC Service code 28 DBA CAPTRUST 4208 SIX FORKS RD.1700 · RALEIGH, NC 27609 | Investment Management | $60,793 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,099 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 DU · DULUTH, GA 300967157 | Contract Administrator | $12,787 |
PENSION ASSURANCE LLP5 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $12,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,923 | $61,473+54.4% | $81,930+15.9% | $73,409+29.3% |
| Participation rate | 73.1% | 72.4%+0.7pp | 72.0%+1.1pp | 72.2%+0.9pp |
| Annual return | 16.05% | 28.26%-12.2pp | 29.49%-13.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,736 | $1,898-8.5% | $4,310-59.7% | $2,234-22.3% |
| Participant deferral / active EE | $3,386 | $3,080+9.9% | $7,107-52.4% | $3,805-11.0% |
| Admin fee / account holder | $323 | $125+157.1% | $5,158-93.7% | $158+104.3% |