Filed January 6, 2006 (most recent of 2 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS Service code 16 P.O. BOX 60071 · RALEIGH, NC 27675 | Consulting | $239,595 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKHART Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $17,650 |
SMITH & HOWARD, PC2+ years Filed as: SMITH ANDERSON BLOUNT DORSETT MITCH Service code 29 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $17,650 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,890 |
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 | $235,541 | $96,458+144.2% | $136,294+72.8% | $77,958+202.1% |
| Participation rate | 98.9% | 75.4%+23.5pp | 81.9%+17.0pp | 71.6%+27.2pp |
| Annual return | 18.78% | 23.78%-5.0pp | 5155.94%-5137.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $16,596 | $3,144+427.9% | $4,695+253.5% | $2,310+618.3% |
| Participant deferral / active EE | $7,531 | $5,902+27.6% | $6,247+20.6% | $3,537+113.0% |
| Admin fee / account holder | $76 | $80-6.1% | $9,243-99.2% | $97-22.4% |