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 LLC6+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $68,962 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $25,227 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,290 | $29,369+27.0% | $77,482-51.9% | $73,409-49.2% |
| Participation rate | 87.7% | 37.9%+49.8pp | 54.2%+33.5pp | 72.2%+15.5pp |
| Annual return | 15.95% | 358.15%-342.2pp | 54.79%-38.8pp | 59.29%-43.3pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,811 | $941+92.5% | $1,861-2.7% | $3,805-52.4% |
| Admin fee / account holder | $260 | $123+112.0% | $2,858-90.9% | $158+64.8% |