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 LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 8031 M-15 · CLARKSTON, MI 48348 | Accounting | $94,675 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $27,546 |
Service code 10 · EIN 74-2933856 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,342 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,159 | $80,005-21.1% | $140,016-54.9% | $55,725+13.3% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -3.13% | 0.46%-3.6pp | 651.12%-654.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,344 | $3,403-1.7% | $5,606-40.3% | $2,078+60.9% |
| Participant deferral / active EE | $3,887 | $5,264-26.2% | $6,927-43.9% | $3,356+15.8% |
| Admin fee / account holder | $457 | $116+295.0% | $10,705-95.7% | $115+296.7% |