Filed June 14, 2006 (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 |
|---|---|---|
Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $73,582 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $42,559 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,058 | $89,436-11.6% | $164,813-52.0% | $77,643+1.8% |
| Participation rate | 83.9% | 78.6%+5.3pp | 78.6%+5.3pp | 70.6%+13.4pp |
| Annual return | 29.73% | 28.83%+0.9pp | 69.93%-40.2pp | 31.24%-1.5pp |
| Employer contribution / active EE | $1,202 | $2,569-53.2% | $4,341-72.3% | $2,726-55.9% |
| Participant deferral / active EE | $4,147 | $4,897-15.3% | $6,031-31.2% | $4,647-10.8% |
| Admin fee / account holder | $449 | $339+32.4% | $12,690-96.5% | $430+4.4% |