Filed November 26, 2007 (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: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $61,800 |
BCA WATSON RICE LLP6+ years Service code 10 · EIN 26-1726741 | Accounting | $12,480 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,400 |
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 | $197,495 | $105,581+87.1% | $70,449+180.3% | $90,288+118.7% |
| Participation rate | 89.3% | 77.5%+11.8pp | 75.1%+14.3pp | 73.4%+16.0pp |
| Annual return | 14.22% | 14.78%-0.6pp | 109.03%-94.8pp | 53.97%-39.7pp |
| Employer contribution / active EE | $14,196 | $3,304+329.7% | $2,737+418.7% | $2,524+462.4% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $9 | $68-87.2% | $3,845-99.8% | $114-92.4% |