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 LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $68,109 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $17,155 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,128 | $78,485-15.7% | $106,213-37.7% | $74,495-11.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 75.3%-7.7pp | 67.2%+0.4pp |
| Annual return | 11.83% | 15.95%-4.1pp | 116.14%-104.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,508 | $2,523-40.2% | $3,171-52.4% | $2,623-42.5% |
| Participant deferral / active EE | $4,079 | $4,322-5.6% | $5,016-18.7% | $4,346-6.1% |
| Admin fee / account holder | $618 | $2,232-72.3% | $11,033-94.4% | $1,942-68.2% |