Filed November 12, 2020
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 42-0127290 | Contract Administrator | $487,173 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,340 | $140,910-68.5% | $75,972-41.6% | $106,382-58.3% |
| Participation rate | 37.5% | 64.1%-26.7pp | 69.1%-31.6pp | 69.9%-32.4pp |
| Annual return | 16.85% | 16.51%+0.3pp | 359.55%-342.7pp | 17.37%-0.5pp |
| Employer contribution / active EE | $941 | $5,354-82.4% | $2,685-64.9% | $3,364-72.0% |
| Participant deferral / active EE | $1,810 | $5,004-63.8% | $4,255-57.5% | $5,569-67.5% |
| Admin fee / account holder | $88 | $117-25.3% | $6,467-98.6% | $79+10.7% |