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 |
|---|---|---|
CAPITAL DIRECTIONS, LLC1 year Filed as: CAPITAL DIRECTIONS Service code 26 · EIN 58-2592093 | Advisory (Participants) | $63,533 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (bank... | $8,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,404 | $82,664+65.0% | $125,339+8.8% | $68,494+99.1% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -14.04% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,000 | $3,381+18.3% | $4,814-16.9% | $2,596+54.1% |
| Participant deferral / active EE | $8,246 | $6,110+34.9% | $7,446+10.7% | $4,027+104.7% |
| Admin fee / account holder | $528 | $6,275-91.6% | $10,010-94.7% | $5,403-90.2% |