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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $58,024 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $24,384 |
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 | $27,762 | $28,416-2.3% | $73,545-62.3% | $69,631-60.1% |
| Participation rate | 86.0% | 38.3%+47.7pp | 54.9%+31.1pp | 70.7%+15.3pp |
| Annual return | 17.05% | -694.13%+711.2pp | -15.16%+32.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $259 | $430-39.8% | $1,219-78.7% | $2,032-87.2% |
| Participant deferral / active EE | $1,442 | $897+60.7% | $1,806-20.2% | $3,224-55.3% |
| Admin fee / account holder | $239 | $104+128.7% | $2,320-89.7% | $110+116.1% |