Filed June 14, 2006 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,575 |
Service code 10 · EIN 54-2190047 | Accounting | $14,350 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,173 | $72,254-14.0% | $86,677-28.3% | $64,808-4.1% |
| Participation rate | 92.7% | 80.4%+12.3pp | 76.6%+16.1pp | 71.5%+21.2pp |
| Annual return | 32.14% | 392.42%-360.3pp | 35.91%-3.8pp | 32.82%-0.7pp |
| Employer contribution / active EE | $1,598 | $2,393-33.2% | $2,836-43.7% | $2,506-36.2% |
| Participant deferral / active EE | $3,589 | $4,658-22.9% | $4,656-22.9% | $4,310-16.7% |
| Admin fee / account holder | $152 | $174-12.8% | $7,493-98.0% | $188-19.2% |