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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $47,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,638 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3567911 | Accounting | $27,164 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,745 | $95,274+19.4% | $135,903-16.3% | $74,419+52.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.24% | 32.77%-14.5pp | 68.23%-50.0pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,950 | $3,874+27.8% | $4,856+1.9% | $2,637+87.7% |
| Participant deferral / active EE | $12,129 | $7,782+55.9% | $7,758+56.3% | $4,528+167.9% |
| Admin fee / account holder | $168 | $266-36.7% | $10,762-98.4% | $348-51.6% |