Filed July 6, 1992
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $257,426 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,510 | $52,346-11.1% | $143,757-67.6% | $78,044-40.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.4%+25.6pp |
| Annual return | -15.86% | -14.19%-1.7pp | -0.04%-15.8pp | 10.87%-26.7pp |
| Employer contribution / active EE | $2,084 | $2,131-2.2% | $4,951-57.9% | $3,125-33.3% |
| Participant deferral / active EE | $5,042 | $3,800+32.7% | $5,637-10.6% | $5,084-0.8% |
| Admin fee / account holder | $49 | $63-22.8% | $14,673-99.7% | $79-38.0% |