Filed February 13, 1996 (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: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $53,162 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $23,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,975 | $23,385+6.8% | $69,182-63.9% | $57,658-56.7% |
| Participation rate | 88.2% | 37.9%+50.3pp | 55.1%+33.1pp | 70.2%+18.0pp |
| Annual return | 6.70% | -659.34%+666.0pp | -21.93%+28.6pp | 5.13%+1.6pp |
| Employer contribution / active EE | $274 | $422-35.1% | $1,206-77.3% | $1,974-86.1% |
| Participant deferral / active EE | $1,443 | $843+71.1% | $1,897-24.0% | $3,061-52.9% |
| Admin fee / account holder | $242 | $82+194.4% | $2,697-91.0% | $95+155.7% |