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 LLC5+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $44,930 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $13,816 |
NATIONAL FINANCIAL SERVICES3 years Service code 19 · EIN 04-3523567 | Securities Custodian | $1,378 |
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 | $39,257 | $66,310-40.8% | $93,606-58.1% | $65,185-39.8% |
| Participation rate | 84.4% | 74.0%+10.5pp | 75.8%+8.6pp | 70.2%+14.2pp |
| Annual return | 17.19% | 42.58%-25.4pp | 32.76%-15.6pp | 29.38%-12.2pp |
| Employer contribution / active EE | $609 | $2,012-69.8% | $2,718-77.6% | $2,177-72.0% |
| Participant deferral / active EE | $2,780 | $3,342-16.8% | $4,069-31.7% | $3,514-20.9% |
| Admin fee / account holder | $436 | $6,897-93.7% | $7,888-94.5% | $847-48.6% |