Filed December 19, 1997
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 LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $47,986 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,728 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,641 | $64,457+0.3% | $111,392-42.0% | $55,725+16.0% |
| Participation rate | 98.8% | 79.7%+19.2pp | 78.9%+20.0pp | 70.9%+28.0pp |
| Annual return | -4.91% | -19.97%+15.1pp | -2.06%-2.9pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,276 | $3,956-42.5% | $4,328-47.4% | $2,078+9.5% |
| Participant deferral / active EE | $6,494 | $5,219+24.4% | $5,567+16.7% | $3,356+93.5% |
| Admin fee / account holder | $12 | $112-88.9% | $12,266-99.9% | $115-89.2% |