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 LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $59,744 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $16,276 |
CHARLES SCHWAB & CO., INC.4 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 | $59,223 | $71,516-17.2% | $98,439-39.8% | $71,457-17.1% |
| Participation rate | 70.3% | 72.7%-2.4pp | 75.2%-4.8pp | 67.9%+2.4pp |
| Annual return | 16.91% | 32.41%-15.5pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,519 | $2,399-36.7% | $3,048-50.2% | $2,588-41.3% |
| Participant deferral / active EE | $3,699 | $4,109-10.0% | $4,738-21.9% | $4,289-13.8% |
| Admin fee / account holder | $528 | $1,675-68.5% | $8,948-94.1% | $1,587-66.7% |