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 LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $65,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $44,252 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Account maintenance fees; Custodial (... | $0 |
MATRIX TRUST COMPANY4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,079 | $130,194+32.2% | $169,993+1.2% | $71,457+140.8% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 11.73% | 20.37%-8.6pp | 53.37%-41.6pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,310 | $4,381-47.3% | $6,785-66.0% | $2,588-10.7% |
| Participant deferral / active EE | $5,869 | $6,923-15.2% | $10,408-43.6% | $4,289+36.8% |
| Admin fee / account holder | $374 | $966-61.3% | $12,815-97.1% | $1,587-76.4% |