Filed August 31, 2009 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,061 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,733 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,014 | $95,762+0.3% | $379,746-74.7% | $79,858+20.2% |
| Participation rate | 86.8% | 74.0%+12.9pp | 78.4%+8.4pp | 69.6%+17.2pp |
| Annual return | 21.63% | 18.26%+3.4pp | 34.90%-13.3pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,381 | $2,695-48.8% | $3,540-61.0% | $2,471-44.1% |
| Participant deferral / active EE | $4,928 | $4,705+4.7% | $6,024-18.2% | $3,740+31.8% |
| Admin fee / account holder | $358 | $6,745-94.7% | $7,927-95.5% | $5,306-93.3% |