Filed April 30, 1993
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 Service code 16 · EIN 26-0058143 | Consulting | $30,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,678 |
Form 5500 reported that benefits due were not provided when due.
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 | $102,590 | $105,247-2.5% | $87,100+17.8% | $77,787+31.9% |
| Participation rate | 97.3% | 85.8%+11.5pp | 76.9%+20.5pp | 73.2%+24.1pp |
| Annual return | 22.60% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $2,595 | $2,895-10.3% | $2,521+2.9% | $2,504+3.6% |
| Participant deferral / active EE | $5,091 | $5,060+0.6% | $4,049+25.8% | $3,967+28.3% |
| Admin fee / account holder | $6 | $104-94.7% | $7,497-99.9% | $100-94.5% |