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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 8031 M-15 · CLARKSTON, MI 48348 | Accounting | $89,916 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $22,829 |
Service code 10 · EIN 74-2933856 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,314 | $81,537-13.8% | $149,718-53.0% | $69,631+1.0% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | 20.22% | 22.79%-2.6pp | 1501.63%-1481.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,930 | $3,239-9.5% | $5,445-46.2% | $2,032+44.2% |
| Participant deferral / active EE | $3,473 | $4,994-30.5% | $6,569-47.1% | $3,224+7.7% |
| Admin fee / account holder | $452 | $107+323.2% | $11,283-96.0% | $110+309.5% |