Filed June 29, 2016 (most recent of 3 filings on file)
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 LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $24,743 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
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 | $35,036 | $37,117-5.6% | $147,614-76.3% | $55,191-36.5% |
| Participation rate | 91.9% | 63.6%+28.2pp | 84.6%+7.2pp | 69.2%+22.7pp |
| Annual return | 0.85% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $732 | $1,620-54.8% | $5,564-86.8% | $1,899-61.4% |
| Participant deferral / active EE | $2,427 | $1,985+22.2% | $4,895-50.4% | $3,046-20.3% |
| Admin fee / account holder | $36 | $86-57.8% | $11,611-99.7% | $91-60.3% |