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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $43,411 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,281 | $101,883+2.4% | $453,369-77.0% | $85,850+21.5% |
| Participation rate | 88.8% | 72.3%+16.5pp | 78.0%+10.8pp | 69.3%+19.4pp |
| Annual return | 13.07% | 25.38%-12.3pp | 64.40%-51.3pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,082 | $2,847-62.0% | $4,070-73.4% | $2,565-57.8% |
| Participant deferral / active EE | $3,885 | $4,782-18.8% | $6,209-37.4% | $3,952-1.7% |
| Admin fee / account holder | $437 | $5,706-92.3% | $11,209-96.1% | $6,260-93.0% |