Filed May 22, 2006
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 Service code 99 | Other Fees | $48,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 99 · EIN 26-0058143 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,816 | $98,727-36.4% | $113,168-44.5% | $85,563-26.6% |
| Participation rate | 98.9% | 80.8%+18.1pp | 76.6%+22.3pp | 66.0%+32.9pp |
| Annual return | 16.88% | 17.43%-0.5pp | 24.27%-7.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,823 | $2,907-2.9% | $2,975-5.1% | $2,654+6.4% |
| Participant deferral / active EE | $5,805 | $5,424+7.0% | $5,107+13.7% | $4,375+32.7% |
| Admin fee / account holder | $92 | $357-74.3% | $12,068-99.2% | $834-89.0% |