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 LLC6+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $46,924 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,967 |
Service code 19 | 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 | $46,368 | $70,908-34.6% | $98,907-53.1% | $73,488-36.9% |
| Participation rate | 73.7% | 73.8%-0.1pp | 76.0%-2.3pp | 70.7%+3.0pp |
| Annual return | 14.61% | 34.17%-19.6pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $832 | $2,036-59.1% | $2,689-69.0% | $2,270-63.3% |
| Participant deferral / active EE | $2,847 | $3,500-18.7% | $4,244-32.9% | $3,740-23.9% |
| Admin fee / account holder | $459 | $535-14.2% | $6,642-93.1% | $513-10.5% |