Filed October 26, 2020 (most recent of 3 filings on file)
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: CAPTRUST FINANICAL ADVISORS Service code 14 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Plan Administrator | $32,454 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,465 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$58,563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $19,467 | $37,213-47.7% | $156,549-87.6% | $63,975-69.6% |
| Participation rate | 96.5% | 65.0%+31.5pp | 84.0%+12.4pp | 71.1%+25.3pp |
| Annual return | 8.05% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,203 | $1,357-11.4% | $5,501-78.1% | $2,182-44.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $56-95.6% | $13,027-100.0% | $70-96.5% |