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 LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 P.O. BOX 600071 · RALEIGH, NC 276756071 | Consulting | $13,383 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,306 |
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 | $155,029 | $78,852+96.6% | $76,768+101.9% | $75,289+105.9% |
| Participation rate | 97.2% | 85.0%+12.2pp | 77.0%+20.2pp | 72.4%+24.7pp |
| Annual return | -4.90% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $6,576 | $2,794+135.3% | $2,485+164.6% | $2,405+173.5% |
| Participant deferral / active EE | $9,120 | $4,800+90.0% | $3,852+136.8% | $3,739+143.9% |
| Admin fee / account holder | $19 | $79-76.2% | $6,675-99.7% | $102-81.7% |