Filed January 11, 2006
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $34,385 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,534 |
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL G Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $14,750 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,289 | $104,317+31.6% | $159,436-13.9% | $86,799+58.2% |
| Participation rate | 84.6% | 77.7%+6.9pp | 82.8%+1.8pp | 72.3%+12.3pp |
| Annual return | 14.82% | 26.32%-11.5pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $5,357 | $3,451+55.3% | $4,829+10.9% | $2,405+122.7% |
| Participant deferral / active EE | $10,142 | $6,837+48.3% | $7,352+38.0% | $4,131+145.5% |
| Admin fee / account holder | $119 | $172-31.0% | $10,799-98.9% | $170-29.9% |