Filed May 10, 2011 (most recent of 5 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 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,993 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,880 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,153 |
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 | $55,864 | $47,922+16.6% | $75,886-26.4% | $65,185-14.3% |
| Participation rate | 97.4% | 63.0%+34.4pp | 69.3%+28.1pp | 70.2%+27.2pp |
| Annual return | 21.75% | 24.12%-2.4pp | 30.76%-9.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,649 | $1,557+70.1% | $2,500+6.0% | $2,177+21.7% |
| Participant deferral / active EE | $4,515 | $2,550+77.1% | $3,603+25.3% | $3,514+28.5% |
| Admin fee / account holder | $209 | $532-60.8% | $5,418-96.2% | $847-75.4% |