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 LLC8+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $56,928 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $15,394 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,288 | $72,607-32.1% | $90,749-45.7% | $66,914-26.3% |
| Participation rate | 71.9% | 73.7%-1.8pp | 75.7%-3.8pp | 69.8%+2.1pp |
| Annual return | -17.64% | -12.28%-5.4pp | -12.16%-5.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,570 | $2,369-33.7% | $2,921-46.3% | $2,544-38.3% |
| Participant deferral / active EE | $4,094 | $3,977+2.9% | $4,564-10.3% | $4,237-3.4% |
| Admin fee / account holder | $513 | $707-27.5% | $8,445-93.9% | $593-13.5% |