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) | $44,497 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,565 |
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 | $124,397 | $117,148+6.2% | $67,502+84.3% | $99,062+25.6% |
| Participation rate | 86.4% | 72.7%+13.8pp | 72.9%+13.6pp | 71.6%+14.8pp |
| Annual return | 13.24% | 14.15%-0.9pp | 3512.12%-3498.9pp | 17.66%-4.4pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $8,538 | $4,782+78.6% | $4,000+113.5% | $5,331+60.1% |
| Admin fee / account holder | $5 | $50-89.1% | $3,998-99.9% | $109-95.0% |