Filed September 12, 2006 (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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 51 · EIN 26-0058143 | Investment Mgmt Fees | $5,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,341 | $77,523+35.9% | $100,383+4.9% | $80,874+30.3% |
| Participation rate | 94.7% | 77.0%+17.8pp | 81.5%+13.2pp | 67.6%+27.1pp |
| Annual return | 10.85% | 37.21%-26.4pp | 49.26%-38.4pp | 35.62%-24.8pp |
| Employer contribution / active EE | $4,066 | $2,801+45.2% | $3,944+3.1% | $2,756+47.6% |
| Participant deferral / active EE | $4,584 | $6,822-32.8% | $8,086-43.3% | $4,297+6.7% |
| Admin fee / account holder | $49 | $5,899-99.2% | $7,900-99.4% | $6,935-99.3% |