Filed August 23, 2012
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 PARTNERS, LLC Service code 16 P.O. BOX 600071 · RALEIGH, NC 276756071 | Consulting | $16,074 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,105 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,839 | $80,211+79.3% | $74,183+93.9% | $63,975+124.8% |
| Participation rate | 93.7% | 84.2%+9.6pp | 76.6%+17.1pp | 71.1%+22.6pp |
| Annual return | 6.03% | 14.13%-8.1pp | 17.74%-11.7pp | 48.65%-42.6pp |
| Employer contribution / active EE | $5,396 | $2,553+111.3% | $2,370+127.7% | $2,182+147.3% |
| Participant deferral / active EE | $8,527 | $4,370+95.1% | $3,550+140.2% | $3,356+154.1% |
| Admin fee / account holder | $23 | $67-66.0% | $5,586-99.6% | $70-67.5% |