Filed January 11, 2023
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 |
|---|---|---|
CAPTIAL BANK AND TRUST3+ years Filed as: CAPTIAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,985 | $65,292-75.5% | $71,671-77.7% | $77,958-79.5% |
| Participation rate | 33.6% | 67.4%-33.8pp | 68.7%-35.2pp | 71.6%-38.1pp |
| Annual return | 19.62% | 21.25%-1.6pp | 20.65%-1.0pp | 20.87%-1.3pp |
| Employer contribution / active EE | $268 | $2,085-87.1% | $2,460-89.1% | $2,310-88.4% |
| Participant deferral / active EE | $958 | $3,008-68.2% | $3,438-72.1% | $3,537-72.9% |
| Admin fee / account holder | $14 | $84-83.8% | $5,558-99.8% | $97-85.9% |