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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $46,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,196 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,777 | $72,254+54.7% | $86,677+29.0% | $64,808+72.5% |
| Participation rate | 97.1% | 80.4%+16.7pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -20.33% | 392.42%-412.8pp | 35.91%-56.2pp | 32.82%-53.1pp |
| Employer contribution / active EE | $4,884 | $2,393+104.1% | $2,836+72.2% | $2,506+94.9% |
| Participant deferral / active EE | $6,712 | $4,658+44.1% | $4,656+44.2% | $4,310+55.7% |
| Admin fee / account holder | $1 | $174-99.4% | $7,493-100.0% | $188-99.4% |