Filed September 29, 1992
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 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $81,152 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $16,915 |
DA DAVIDSON & CO1+ years Filed as: DAVIDSON FREEDLE ESPENHOVER & OVERB Service code 10 222 SIDNEY BAKER S · KERRVILLE, TX 78028 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,129 |
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 | $67,401 | $70,667-4.6% | $123,104-45.2% | $52,331+28.8% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.8pp | 68.1%+31.4pp |
| Annual return | -1.04% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,271 | $2,946+11.0% | $5,151-36.5% | $1,882+73.8% |
| Participant deferral / active EE | $3,967 | $4,493-11.7% | $6,230-36.3% | $3,022+31.3% |
| Admin fee / account holder | $505 | $506-0.3% | $9,015-94.4% | $592-14.7% |