Filed August 29, 2006
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 LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $68,263 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $42,032 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Account maintenance fees; Trustee (ba... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,848 | $102,553+48.1% | $151,611+0.2% | $66,914+126.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.57% | -10.82%-0.7pp | 3.33%-14.9pp | 1.58%-13.1pp |
| Employer contribution / active EE | $2,722 | $4,180-34.9% | $6,166-55.9% | $2,544+7.0% |
| Participant deferral / active EE | $5,545 | $6,641-16.5% | $8,363-33.7% | $4,237+30.9% |
| Admin fee / account holder | $370 | $630-41.2% | $11,616-96.8% | $593-37.6% |