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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 70 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Consulting Fees | $26,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,148 | $113,293+39.6% | $67,502+134.3% | $199,593-20.8% |
| Participation rate | 93.3% | 73.3%+19.9pp | 72.9%+20.4pp | 72.0%+21.3pp |
| Annual return | 15.32% | 15.88%-0.6pp | 3512.12%-3496.8pp | 34.25%-18.9pp |
| Employer contribution / active EE | $6,000 | $3,401+76.4% | $2,731+119.7% | $3,034+97.7% |
| Participant deferral / active EE | $12,354 | $4,159+197.1% | $4,000+208.9% | $5,087+142.9% |
| Admin fee / account holder | $9 | $103-90.9% | $3,998-99.8% | $269-96.5% |