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 LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,541 |
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 | $111,449 | $86,897+28.3% | $151,611-26.5% | $64,808+72.0% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.5%+10.3pp | 71.5%+26.3pp |
| Annual return | -17.05% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,417 | $4,010+10.1% | $6,166-28.4% | $2,506+76.3% |
| Participant deferral / active EE | $7,465 | $6,690+11.6% | $8,363-10.7% | $4,310+73.2% |
| Admin fee / account holder | $304 | $153+98.8% | $11,616-97.4% | $188+61.9% |