Filed October 14, 1993 (most recent of 3 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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $69,660 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 70 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting Fees | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,137 | $21,965+78.2% | $59,496-34.2% | $59,188-33.9% |
| Participation rate | 28.6% | 32.6%-4.0pp | 54.6%-26.0pp | 69.4%-40.8pp |
| Annual return | -1.19% | 22.15%-23.3pp | 182.05%-183.2pp | 5.51%-6.7pp |
| Employer contribution / active EE | $128 | $316-59.5% | $1,153-88.9% | $2,098-93.9% |
| Participant deferral / active EE | $453 | $732-38.1% | $1,829-75.3% | $3,265-86.1% |
| Admin fee / account holder | $74 | $74-0.1% | $2,232-96.7% | $92-19.4% |