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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $55,773 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,804 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,095 |
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 | $92,313 | $60,776+51.9% | $85,682+7.7% | $79,386+16.3% |
| Participation rate | 97.7% | 62.1%+35.6pp | 69.9%+27.8pp | 70.7%+27.0pp |
| Annual return | 15.08% | 16.57%-1.5pp | 21.49%-6.4pp | 116.85%-101.8pp |
| Employer contribution / active EE | $4,143 | $1,663+149.1% | $2,618+58.2% | $2,427+70.7% |
| Participant deferral / active EE | $7,432 | $2,919+154.6% | $3,923+89.5% | $4,046+83.7% |
| Admin fee / account holder | $372 | $438-15.1% | $6,873-94.6% | $626-40.6% |