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 Service code 16 · EIN 26-0058143 | Consulting | $82,750 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,687 |
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 | $71,673 | $72,658-1.4% | $127,761-43.9% | $67,579+6.1% |
| Participation rate | 97.0% | 80.0%+17.1pp | 79.0%+18.0pp | 71.3%+25.7pp |
| Annual return | 23.78% | 26.49%-2.7pp | 26.14%-2.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,232 | $3,988-44.0% | $4,574-51.2% | $2,148+3.9% |
| Participant deferral / active EE | $6,655 | $5,383+23.6% | $6,021+10.5% | $3,539+88.0% |
| Admin fee / account holder | $23 | $127-81.5% | $9,395-99.8% | $142-83.5% |