Filed April 15, 2008
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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $43,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,657 | $65,292-50.0% | $46,225-29.4% | $65,292-50.0% |
| Participation rate | 61.3% | 72.4%-11.1pp | 79.5%-18.2pp | 72.4%-11.1pp |
| Annual return | 5.71% | 11.84%-6.1pp | 7.57%-1.9pp | 11.84%-6.1pp |
| Employer contribution / active EE | $884 | $2,302-61.6% | $3,424-74.2% | $2,302-61.6% |
| Participant deferral / active EE | $1,110 | $3,579-69.0% | $3,776-70.6% | $3,579-69.0% |
| Admin fee / account holder | $5 | $57-90.7% | $3,519-99.8% | $57-90.7% |