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.
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 51 · EIN 26-0058143 | Investment Mgmt Fees | $5,789 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,341 | $77,503+35.9% | $100,391+4.9% | $80,856+30.3% |
| Participation rate | 94.7% | 76.9%+17.8pp | 81.5%+13.3pp | 67.6%+27.1pp |
| Annual return | 10.85% | 37.20%-26.4pp | 49.20%-38.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,066 | $2,801+45.2% | $3,942+3.2% | $2,755+47.6% |
| Participant deferral / active EE | $4,584 | $6,820-32.8% | $8,082-43.3% | $4,296+6.7% |
| Admin fee / account holder | $49 | $5,897-99.2% | $7,899-99.4% | $6,918-99.3% |