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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,023 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,944 | $99,078+52.3% | $96,544+56.3% | $74,419+102.8% |
| Participation rate | 97.6% | 80.7%+16.9pp | 76.0%+21.6pp | 70.7%+26.9pp |
| Annual return | 23.69% | 22.48%+1.2pp | 25.84%-2.1pp | 34.38%-10.7pp |
| Employer contribution / active EE | $5,051 | $2,570+96.5% | $2,965+70.4% | $2,637+91.5% |
| Participant deferral / active EE | $7,309 | $4,933+48.2% | $4,851+50.7% | $4,528+61.4% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |