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 9-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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $291,881 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $27,623 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $45,521 | $45,382+0.3% | $154,107-70.5% | $75,289-39.5% |
| Participation rate | 85.9% | 65.9%+20.0pp | 83.0%+2.9pp | 72.4%+13.5pp |
| Annual return | -4.91% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,949 | $1,533+27.2% | $5,298-63.2% | $2,405-18.9% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $106 | $89+18.1% | $13,411-99.2% | $102+3.1% |