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 LLC5+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $64,920 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $25,822 |
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 | $32,217 | $25,302+27.3% | $74,701-56.9% | $67,579-52.3% |
| Participation rate | 87.3% | 37.8%+49.5pp | 54.5%+32.9pp | 71.3%+16.1pp |
| Annual return | 21.12% | 10291.17%-10270.0pp | 752.92%-731.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,893 | $954+98.5% | $1,964-3.6% | $3,539-46.5% |
| Admin fee / account holder | $256 | $108+137.4% | $3,333-92.3% | $142+79.6% |