Filed April 1, 2008 (most recent of 2 filings on file)
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 LLC4+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $42,952 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $14,312 |
NATIONAL FINANCIAL SERVICES2 years Service code 19 · EIN 04-3523567 | Securities Custodian | $1,462 |
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 | $38,286 | $58,083-34.1% | $80,019-52.2% | $56,287-32.0% |
| Participation rate | 81.8% | 73.6%+8.2pp | 75.8%+6.0pp | 69.9%+12.0pp |
| Annual return | -5.79% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,399 | $1,932-27.6% | $2,468-43.3% | $2,111-33.7% |
| Participant deferral / active EE | $1,899 | $3,135-39.4% | $3,686-48.5% | $3,350-43.3% |
| Admin fee / account holder | $459 | $623-26.3% | $6,521-93.0% | $521-11.9% |