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 | $283,279 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $61,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,469 | $104,697-9.8% | $96,544-2.1% | $80,160+17.9% |
| Participation rate | 98.4% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 22.04% | 21.78%+0.3pp | 25.84%-3.8pp | 40.38%-18.3pp |
| Employer contribution / active EE | $3,406 | $3,536-3.7% | $2,965+14.9% | $2,978+14.4% |
| Participant deferral / active EE | $5,919 | $6,188-4.3% | $4,851+22.0% | $5,017+18.0% |
| Admin fee / account holder | $105 | $107-1.7% | $8,252-98.7% | $145-27.6% |