Filed January 18, 2013 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,131 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $14,673 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,870 | $50,956-70.8% | $96,562-84.6% | $86,799-82.9% |
| Participation rate | 95.0% | 65.2%+29.7pp | 69.8%+25.1pp | 72.3%+22.7pp |
| Annual return | 10.50% | 21.27%-10.8pp | 37.78%-27.3pp | 97.91%-87.4pp |
| Employer contribution / active EE | $665 | $1,111-40.1% | $2,356-71.8% | $2,405-72.3% |
| Participant deferral / active EE | $2,107 | $2,954-28.7% | $3,849-45.3% | $4,131-49.0% |
| Admin fee / account holder | $98 | $166-41.2% | $6,181-98.4% | $170-42.5% |