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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $71,147 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,186 | $94,621-12.1% | $138,135-39.8% | $73,409+13.3% |
| Participation rate | 93.1% | 83.4%+9.7pp | 78.7%+14.4pp | 72.2%+21.0pp |
| Annual return | 15.89% | 16.57%-0.7pp | 20.51%-4.6pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,291 | $4,410-48.0% | $5,587-59.0% | $2,234+2.6% |
| Participant deferral / active EE | $6,369 | $6,199+2.8% | $6,431-1.0% | $3,805+67.4% |
| Admin fee / account holder | $7 | $140-95.0% | $11,856-99.9% | $158-95.6% |