Filed September 6, 2018 (most recent of 3 filings on file)
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 8-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 13 · EIN 42-0127290 | Contract Administrator | $246,439 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,467 | $48,464+14.4% | $90,951-39.0% | $106,222-47.8% |
| Participation rate | 28.3% | 53.1%-24.8pp | 69.0%-40.7pp | 70.8%-42.5pp |
| Annual return | 17.37% | 16.72%+0.7pp | 134.60%-117.2pp | 21.69%-4.3pp |
| Employer contribution / active EE | $163 | $939-82.7% | $2,122-92.3% | $2,723-94.0% |
| Participant deferral / active EE | $899 | $1,510-40.5% | $3,373-73.4% | $4,600-80.5% |
| Admin fee / account holder | $70 | $58+21.6% | $5,959-98.8% | $78-10.1% |