Filed April 8, 2013
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $101,986 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $44,575 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,912 | $46,173+5.9% | $170,442-71.3% | $69,631-29.8% |
| Participation rate | 93.3% | 63.9%+29.4pp | 83.6%+9.7pp | 70.7%+22.6pp |
| Annual return | 13.01% | 21.62%-8.6pp | 205.93%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $2,414 | $1,610+50.0% | $5,433-55.6% | $2,032+18.8% |
| Participant deferral / active EE | $1,735 | $2,080-16.6% | $4,939-64.9% | $3,224-46.2% |
| Admin fee / account holder | $470 | $116+305.1% | $13,880-96.6% | $110+325.4% |