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 4-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, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,103 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,808 | $80,354-81.6% | $133,980-88.9% | $63,975-76.9% |
| Participation rate | 83.8% | 87.5%-3.7pp | 87.1%-3.3pp | 71.1%+12.7pp |
| Annual return | 10.13% | 13.11%-3.0pp | 29.30%-19.2pp | 48.65%-38.5pp |
| Employer contribution / active EE | $2,419 | $3,503-31.0% | $5,211-53.6% | $2,182+10.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $34 | $69-50.5% | $9,324-99.6% | $70-51.3% |