Filed October 4, 2007
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 LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,351 | $63,905-30.6% | $74,183-40.2% | $57,658-23.1% |
| Participation rate | 71.9% | 79.8%-7.9pp | 76.6%-4.8pp | 70.2%+1.6pp |
| Annual return | 7.82% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $863 | $1,840-53.1% | $2,370-63.6% | $1,974-56.3% |
| Participant deferral / active EE | $2,911 | $3,448-15.6% | $3,550-18.0% | $3,061-4.9% |
| Admin fee / account holder | $71 | $91-22.2% | $5,586-98.7% | $95-25.1% |