Filed April 1, 2002
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 |
|---|---|---|
TIAA5 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $38,765 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,035 | $48,277+196.3% | $67,511+111.9% | $80,874+76.9% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 10.18% | 18.27%-8.1pp | 3517.41%-3507.2pp | 35.62%-25.4pp |
| Employer contribution / active EE | $8,515 | $2,021+321.3% | $2,733+211.6% | $2,756+209.0% |
| Participant deferral / active EE | $10,682 | $2,926+265.1% | $4,000+167.0% | $4,297+148.6% |
| Admin fee / account holder | $305 | $3,687-91.7% | $3,999-92.4% | $6,935-95.6% |