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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 P.O. BOX 600071 · RALEIGH, NC 276756071 | Consulting | $14,604 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,344 |
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 | $174,613 | $88,730+96.8% | $82,313+112.1% | $77,958+124.0% |
| Participation rate | 95.3% | 84.5%+10.8pp | 76.9%+18.4pp | 71.6%+23.7pp |
| Annual return | 18.66% | 20.88%-2.2pp | 25.88%-7.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $5,948 | $2,758+115.6% | $2,428+144.9% | $2,310+157.4% |
| Participant deferral / active EE | $8,989 | $4,634+94.0% | $3,706+142.5% | $3,537+154.2% |
| Admin fee / account holder | $24 | $74-67.8% | $5,608-99.6% | $97-75.5% |