Filed October 2, 1992
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,562 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL SERVICES Service code 49 · EIN 26-0058143 | Other Services | $35,110 |
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 | $136,562 | $39,819+243.0% | $67,834+101.3% | $57,658+136.8% |
| Participation rate | 99.9% | 61.2%+38.7pp | 68.8%+31.1pp | 70.2%+29.7pp |
| Annual return | 7.27% | 9.19%-1.9pp | 138.47%-131.2pp | 5.13%+2.1pp |
| Employer contribution / active EE | $6,659 | $1,277+421.5% | $2,403+177.1% | $1,974+237.4% |
| Participant deferral / active EE | $7,385 | $2,209+234.3% | $3,160+133.7% | $3,061+141.3% |
| Admin fee / account holder | $73 | $84-12.2% | $4,622-98.4% | $95-22.3% |