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 LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 8031 M-15 · CLARKSTON, MI 48348 | Accounting | $98,550 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $28,033 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
NATIONAL FINANCIAL SERVICES6+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $9,136 |
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 | $98,464 | $111,608-11.8% | $177,821-44.6% | $73,409+34.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.74% | 18.23%-3.5pp | 48.32%-33.6pp | 59.29%-44.6pp |
| Employer contribution / active EE | $3,648 | $3,796-3.9% | $5,918-38.4% | $2,234+63.3% |
| Participant deferral / active EE | $4,350 | $6,199-29.8% | $7,714-43.6% | $3,805+14.3% |
| Admin fee / account holder | $524 | $166+216.5% | $12,427-95.8% | $158+231.9% |