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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,038 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$87,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,231 | $98,727+84.6% | $113,168+61.0% | $85,563+113.0% |
| Participation rate | 97.3% | 80.8%+16.5pp | 76.6%+20.7pp | 66.0%+31.3pp |
| Annual return | 18.14% | 17.43%+0.7pp | 24.27%-6.1pp | 31.51%-13.4pp |
| Employer contribution / active EE | $5,241 | $2,907+80.3% | $2,975+76.2% | $2,654+97.5% |
| Participant deferral / active EE | $7,490 | $5,424+38.1% | $5,107+46.7% | $4,375+71.2% |
| Admin fee / account holder | -$38 | $357-110.8% | $12,068-100.3% | $834-104.6% |