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 LLC4+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $62,479 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $25,724 |
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 | $27,523 | $23,224+18.5% | $71,086-61.3% | $55,725-50.6% |
| Participation rate | 83.3% | 37.9%+45.5pp | 54.7%+28.7pp | 70.9%+12.5pp |
| Annual return | -6.85% | -2.87%-4.0pp | 650.59%-657.4pp | 244.93%-251.8pp |
| Employer contribution / active EE | $513 | $436+17.6% | $1,088-52.9% | $2,078-75.3% |
| Participant deferral / active EE | $1,678 | $929+80.6% | $1,874-10.5% | $3,356-50.0% |
| Admin fee / account holder | $261 | $118+121.5% | $3,082-91.5% | $115+126.8% |