Filed May 30, 2014 (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 FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $14,605 |
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 | $101,953 | $50,637+101.3% | $86,590+17.7% | $62,292+63.7% |
| Participation rate | 99.4% | 67.9%+31.5pp | 73.5%+25.9pp | 69.5%+29.9pp |
| Annual return | 15.54% | 20.80%-5.3pp | 964.84%-949.3pp | 28.90%-13.4pp |
| Employer contribution / active EE | $6,125 | $2,075+195.1% | $2,839+115.7% | $2,042+199.9% |
| Participant deferral / active EE | $6,702 | $2,611+156.7% | $3,609+85.7% | $3,169+111.5% |
| Admin fee / account holder | $34 | $413-91.8% | $4,906-99.3% | $479-92.9% |