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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS Service code 70 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Consulting Fees | $20,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,938 | $105,179+18.8% | $64,056+95.0% | $80,160+55.9% |
| Participation rate | 93.8% | 73.5%+20.3pp | 72.3%+21.5pp | 72.9%+20.9pp |
| Annual return | 18.25% | 20.34%-2.1pp | 33.69%-15.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $5,445 | $3,311+64.5% | $2,747+98.3% | $2,978+82.9% |
| Participant deferral / active EE | $11,718 | $4,020+191.5% | $3,880+202.0% | $5,017+133.6% |
| Admin fee / account holder | $7 | $113-94.2% | $3,068-99.8% | $145-95.4% |