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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $31,827 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,870 | $127,246+14.6% | $75,696+92.7% | $101,517+43.7% |
| Participation rate | 94.1% | 76.6%+17.5pp | 74.8%+19.2pp | 74.6%+19.5pp |
| Annual return | 16.36% | 14.35%+2.0pp | 104.53%-88.2pp | 21.00%-4.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $10,476 | $4,639+125.8% | $3,821+174.1% | $4,873+115.0% |
| Admin fee / account holder | $4 | $42-91.0% | $3,619-99.9% | $139-97.3% |