Filed September 13, 2015
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,631 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,500 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,608 | $69,763+81.5% | $67,502+87.6% | $74,495+70.0% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 15.08% | -40.34%+55.4pp | 3512.12%-3497.0pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $6,683 | $2,704+147.2% | $2,731+144.7% | $2,623+154.8% |
| Participant deferral / active EE | $6,883 | $3,636+89.3% | $4,000+72.1% | $4,346+58.4% |
| Admin fee / account holder | $69 | $896-92.3% | $3,998-98.3% | $1,942-96.5% |