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 |
|---|---|---|
Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $118,355 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $15,285 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $11,660 |
NATIONAL FINANCIAL SERVICES7+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,043 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,500 | $111,491-13.4% | $189,513-49.1% | $86,799+11.2% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 13.04% | 83.50%-70.5pp | 555.15%-542.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,873 | $3,951-2.0% | $6,162-37.2% | $2,405+61.0% |
| Participant deferral / active EE | $4,346 | $6,437-32.5% | $8,221-47.1% | $4,131+5.2% |
| Admin fee / account holder | $506 | $189+168.0% | $12,045-95.8% | $170+198.2% |