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 LLC8+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $64,747 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,141 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,765 | $30,086+22.2% | $61,373-40.1% | $64,808-43.3% |
| Participation rate | 93.0% | 36.4%+56.7pp | 52.6%+40.5pp | 71.5%+21.6pp |
| Annual return | -18.12% | -13.99%-4.1pp | 338.61%-356.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $588 | $536+9.6% | $1,159-49.3% | $2,506-76.6% |
| Participant deferral / active EE | $2,752 | $1,126+144.4% | $2,125+29.5% | $4,310-36.2% |
| Admin fee / account holder | $239 | $148+61.3% | $2,130-88.8% | $188+27.2% |