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 LLC3 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $90,589 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,394 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $18,223 |
CHARLES SCHWAB & CO., INC.3 years 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 | $85,644 | $100,227-14.5% | $169,993-49.6% | $74,419+15.1% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 14.45% | 66.08%-51.6pp | 53.37%-38.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $4,744 | $4,263+11.3% | $6,785-30.1% | $2,637+79.9% |
| Participant deferral / active EE | $4,873 | $7,143-31.8% | $10,408-53.2% | $4,528+7.6% |
| Admin fee / account holder | $465 | $234+98.4% | $12,815-96.4% | $348+33.7% |