Filed September 19, 2006
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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $75,166 | $84,487-11.0% | $125,339-40.0% | $66,914+12.3% |
| Participation rate | 56.2% | 76.4%-20.2pp | 82.4%-26.2pp | 69.8%-13.6pp |
| Annual return | -16.92% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $70 | $3,553-98.0% | $4,814-98.5% | $2,544-97.2% |
| Participant deferral / active EE | $8,119 | $6,781+19.7% | $7,446+9.0% | $4,237+91.6% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |