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 | $220,967 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $61,000 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $19,400 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,678 | $144,996-19.5% | $111,297+4.8% | $93,030+25.4% |
| Participation rate | 87.9% | 86.2%+1.7pp | 77.3%+10.6pp | 73.9%+14.0pp |
| Annual return | 15.00% | 18.26%-3.3pp | 54.65%-39.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $2,625 | $3,056-14.1% | $2,731-3.9% | $2,706-3.0% |
| Participant deferral / active EE | $5,298 | $5,587-5.2% | $4,487+18.1% | $4,562+16.1% |
| Admin fee / account holder | $118 | $103+13.8% | $7,964-98.5% | $152-22.3% |