Filed April 13, 2018
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 LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $221,746 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,240 |
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 | $136,617 | $117,148+16.6% | $67,502+102.4% | $99,062+37.9% |
| Participation rate | 98.5% | 72.7%+25.9pp | 72.9%+25.7pp | 71.6%+26.9pp |
| Annual return | 12.44% | 14.15%-1.7pp | 3512.12%-3499.7pp | 17.66%-5.2pp |
| Employer contribution / active EE | $10,430 | $4,623+125.6% | $2,731+281.9% | $3,262+219.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $15 | $50-69.7% | $3,998-99.6% | $109-86.1% |