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 LLC2 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $93,612 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,798 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $11,135 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,349 | $86,897-6.4% | $151,611-46.3% | $64,808+25.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.28% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,180 | $4,010+4.2% | $6,166-32.2% | $2,506+66.8% |
| Participant deferral / active EE | $4,590 | $6,690-31.4% | $8,363-45.1% | $4,310+6.5% |
| Admin fee / account holder | $464 | $153+203.7% | $11,616-96.0% | $188+147.3% |