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 | $66,310 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $12,349 |
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 | $12,383 | $42,353-70.8% | $79,550-84.4% | $64,808-80.9% |
| Participation rate | 94.6% | 64.8%+29.9pp | 69.5%+25.2pp | 71.5%+23.2pp |
| Annual return | -16.34% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $825 | $1,181-30.1% | $2,413-65.8% | $2,506-67.1% |
| Participant deferral / active EE | $2,360 | $3,170-25.6% | $3,985-40.8% | $4,310-45.2% |
| Admin fee / account holder | $94 | $160-41.2% | $6,832-98.6% | $188-50.1% |