Filed July 6, 2007
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: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $8,746 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $768 |
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 | $85,725 | $55,002+55.9% | $59,878+43.2% | $56,287+52.3% |
| Participation rate | 91.5% | 75.9%+15.5pp | 74.7%+16.8pp | 69.9%+21.6pp |
| Annual return | -1.29% | 1.13%-2.4pp | 3.46%-4.8pp | -9.96%+8.7pp |
| Employer contribution / active EE | $2,136 | $2,448-12.8% | $2,722-21.5% | $2,111+1.2% |
| Participant deferral / active EE | $5,214 | $3,121+67.0% | $3,402+53.3% | $3,350+55.6% |
| Admin fee / account holder | $19 | $236-91.9% | $3,590-99.5% | $521-96.3% |