Filed September 30, 2002 (most recent of 2 filings on file)
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: CAPTRUST Service code 70 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Consulting Fees | $15,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,423 | $83,884+152.0% | $64,056+230.1% | $74,419+184.1% |
| Participation rate | 97.1% | 76.6%+20.5pp | 72.3%+24.8pp | 70.7%+26.4pp |
| Annual return | 16.45% | 16.57%-0.1pp | 33.69%-17.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $19,629 | $3,084+536.6% | $2,747+614.7% | $2,637+644.3% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $196-96.8% | $3,068-99.8% | $348-98.2% |