Filed September 30, 1992
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: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,920 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,901 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $214,407 | $80,753+165.5% | $136,294+57.3% | $62,292+244.2% |
| Participation rate | 83.9% | 73.5%+10.4pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 16.54% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $10,708 | $2,884+271.3% | $4,695+128.1% | $2,042+424.3% |
| Participant deferral / active EE | $8,339 | $5,164+61.5% | $6,247+33.5% | $3,169+163.1% |
| Admin fee / account holder | $645 | $525+22.7% | $9,243-93.0% | $479+34.5% |