Filed January 11, 2006
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $57,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,651 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,450 | $82,202+23.4% | $125,339-19.1% | $64,808+56.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.76% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,271 | $3,615+18.1% | $4,814-11.3% | $2,506+70.4% |
| Participant deferral / active EE | $10,862 | $7,175+51.4% | $7,446+45.9% | $4,310+152.0% |
| Admin fee / account holder | $142 | $163-12.7% | $10,010-98.6% | $188-24.1% |