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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 DBA CAPTRUST 4208 SIX FORKS RD.1700 · RALEIGH, NC 27609 | Investment Management | $40,413 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 DU · DULUTH, GA 300967157 | Contract Administrator | $19,348 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,574 |
PENSION ASSURANCE LLP9 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,114 | $66,457+29.6% | $81,382+5.8% | $77,643+10.9% |
| Participation rate | 78.3% | 68.7%+9.6pp | 69.5%+8.9pp | 70.6%+7.8pp |
| Annual return | 15.09% | 15.93%-0.8pp | 24.73%-9.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,353 | $2,159+9.0% | $2,463-4.5% | $2,726-13.7% |
| Participant deferral / active EE | $4,925 | $3,679+33.9% | $3,883+26.8% | $4,647+6.0% |
| Admin fee / account holder | $242 | $583-58.5% | $5,768-95.8% | $430-43.9% |