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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,226 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $45,750 |
CHERRY BEKAERT LLP1 year Service code 16 · EIN 56-0574444 | Consulting | $7,800 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $6,200 |
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 | $112,423 | $176,491-36.3% | $95,952+17.2% | $90,288+24.5% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 17.46% | 20.14%-2.7pp | 91.61%-74.2pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,932 | $2,789+5.1% | $2,541+15.4% | $2,524+16.2% |
| Participant deferral / active EE | $5,751 | $5,340+7.7% | $4,167+38.0% | $4,232+35.9% |
| Admin fee / account holder | $83 | $154-45.9% | $6,795-98.8% | $114-26.9% |