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 LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $88,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,234 |
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 | $133,407 | $95,776+39.3% | $162,163-17.7% | $77,787+71.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 23.37% | 37.03%-13.7pp | 115.59%-92.2pp | 32.57%-9.2pp |
| Employer contribution / active EE | $3,281 | $3,874-15.3% | $5,614-41.5% | $2,504+31.0% |
| Participant deferral / active EE | $8,174 | $6,125+33.4% | $7,298+12.0% | $3,967+106.0% |
| Admin fee / account holder | $92 | $88+5.3% | $10,843-99.1% | $100-7.7% |