Filed October 18, 2004 (most recent of 3 filings on file)
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 LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $38,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,940 |
CABANISS JOHNSTON1+ years Service code 29 · EIN 63-0034530 | Legal | $24,750 |
Service code 10 · EIN 46-1498870 | Accounting | $23,494 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON COMPANY Service code 99 5847 SAN FELIPLE ST · HOUSTON, TX 77057 | Other Fees | $10,485 |
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 | $69,855 | $74,498-6.2% | $94,224-25.9% | $59,188+18.0% |
| Participation rate | 98.2% | 76.8%+21.4pp | 78.8%+19.5pp | 69.4%+28.8pp |
| Annual return | 2.14% | 2.76%-0.6pp | 10.68%-8.5pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,684 | $2,077+29.2% | $3,587-25.2% | $2,098+27.9% |
| Participant deferral / active EE | $4,478 | $3,433+30.5% | $4,320+3.7% | $3,265+37.2% |
| Admin fee / account holder | $37 | $103-64.4% | $6,269-99.4% | $92-60.3% |