Filed April 12, 2007 (most recent of 2 filings on file)
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,944 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $22,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,738 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,306 | $69,745+309.1% | $67,511+322.6% | $74,546+282.7% |
| Participation rate | 80.3% | 71.3%+9.0pp | 72.9%+7.4pp | 67.2%+13.1pp |
| Annual return | 17.98% | -40.37%+58.4pp | 3517.41%-3499.4pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,198 | $2,705-55.7% | $2,733-56.2% | $2,624-54.3% |
| Participant deferral / active EE | $6,498 | $3,636+78.7% | $4,000+62.4% | $4,347+49.5% |
| Admin fee / account holder | $270 | $894-69.9% | $3,999-93.3% | $1,944-86.1% |