Filed January 6, 2006 (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 Service code 16 · EIN 26-0058143 | Consulting | $45,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,832 | $185,342-16.5% | $111,297+39.1% | $86,799+78.4% |
| Participation rate | 98.6% | 81.0%+17.6pp | 77.3%+21.2pp | 72.3%+26.3pp |
| Annual return | 14.67% | 500.80%-486.1pp | 54.65%-40.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $4,461 | $2,246+98.6% | $2,731+63.3% | $2,405+85.5% |
| Participant deferral / active EE | $6,528 | $4,458+46.4% | $4,487+45.5% | $4,131+58.0% |
| Admin fee / account holder | $56 | $255-78.2% | $7,964-99.3% | $170-67.2% |