Filed December 23, 2012 (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 9-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 LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,511 | $111,608+25.0% | $177,821-21.5% | $73,409+90.0% |
| Participation rate | 98.4% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.2pp |
| Annual return | 14.56% | 18.23%-3.7pp | 48.32%-33.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $4,392 | $3,796+15.7% | $5,918-25.8% | $2,234+96.6% |
| Participant deferral / active EE | $7,556 | $6,199+21.9% | $7,714-2.1% | $3,805+98.5% |
| Admin fee / account holder | $345 | $166+108.5% | $12,427-97.2% | $158+118.7% |