Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $306,558 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,988 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,353 |
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 | $137,470 | $88,730+54.9% | $82,313+67.0% | $77,958+76.3% |
| Participation rate | 99.2% | 84.5%+14.7pp | 76.9%+22.3pp | 71.6%+27.6pp |
| Annual return | 20.31% | 20.88%-0.6pp | 25.88%-5.6pp | 20.87%-0.6pp |
| Employer contribution / active EE | $4,985 | $2,758+80.8% | $2,428+105.3% | $2,310+115.8% |
| Participant deferral / active EE | $7,580 | $4,634+63.6% | $3,706+104.5% | $3,537+114.3% |
| Admin fee / account holder | $236 | $74+218.4% | $5,608-95.8% | $97+141.9% |