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 LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 8031 M-15 · CLARKSTON, MI 48348 | Accounting | $95,352 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $28,230 |
Service code 10 · EIN 74-2933856 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES5+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,093 | $88,515-5.0% | $162,163-48.1% | $67,579+24.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 21.03% | 27.04%-6.0pp | 115.59%-94.6pp | 378.56%-357.5pp |
| Employer contribution / active EE | $3,478 | $3,563-2.4% | $5,614-38.0% | $2,148+61.9% |
| Participant deferral / active EE | $4,132 | $5,724-27.8% | $7,298-43.4% | $3,539+16.7% |
| Admin fee / account holder | $493 | $124+299.0% | $10,843-95.4% | $142+246.8% |