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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,753 | $110,699+47.9% | $177,821-7.9% | $90,288+81.4% |
| Participation rate | 99.4% | 88.3%+11.1pp | 87.7%+11.7pp | 73.4%+26.1pp |
| Annual return | 19.58% | 22.79%-3.2pp | 48.32%-28.7pp | 53.97%-34.4pp |
| Employer contribution / active EE | $6,264 | $4,118+52.1% | $5,918+5.8% | $2,524+148.2% |
| Participant deferral / active EE | $9,418 | $6,731+39.9% | $7,714+22.1% | $4,232+122.5% |
| Admin fee / account holder | $79 | $90-12.5% | $12,427-99.4% | $114-31.0% |