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 | $63,748 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,232 |
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 | $16,890 | $53,165-68.2% | $86,188-80.4% | $74,419-77.3% |
| Participation rate | 95.8% | 64.9%+30.9pp | 69.0%+26.8pp | 70.7%+25.0pp |
| Annual return | 15.73% | 22.64%-6.9pp | 1168.45%-1152.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,053 | $1,210-12.9% | $2,380-55.7% | $2,637-60.1% |
| Participant deferral / active EE | $2,775 | $3,234-14.2% | $3,985-30.4% | $4,528-38.7% |
| Admin fee / account holder | $101 | $551-81.6% | $6,852-98.5% | $348-70.8% |