Filed October 6, 1994 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,519 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,331 | $75,760+16.6% | $123,104-28.2% | $59,188+49.2% |
| Participation rate | 91.7% | 86.0%+5.7pp | 86.8%+5.0pp | 69.4%+22.3pp |
| Annual return | -0.18% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,932 | $3,415-43.4% | $5,151-62.5% | $2,098-7.9% |
| Participant deferral / active EE | $6,179 | $5,000+23.6% | $6,230-0.8% | $3,265+89.3% |
| Admin fee / account holder | $83 | $61+36.4% | $9,015-99.1% | $92-10.2% |