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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $42,779 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,826 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,488 |
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 | $76,835 | $55,636+38.1% | $81,983-6.3% | $73,488+4.6% |
| Participation rate | 96.9% | 62.3%+34.6pp | 69.2%+27.7pp | 70.7%+26.2pp |
| Annual return | 16.18% | 19.07%-2.9pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,115 | $1,625+91.8% | $2,498+24.7% | $2,270+37.2% |
| Participant deferral / active EE | $5,370 | $2,762+94.4% | $3,722+44.3% | $3,740+43.6% |
| Admin fee / account holder | $282 | $493-42.8% | $5,664-95.0% | $513-45.1% |