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 LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,254 | $100,227+28.0% | $169,993-24.6% | $74,419+72.3% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | 18.58% | 66.08%-47.5pp | 53.37%-34.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,386 | $4,263+26.3% | $6,785-20.6% | $2,637+104.2% |
| Participant deferral / active EE | $8,787 | $7,143+23.0% | $10,408-15.6% | $4,528+94.1% |
| Admin fee / account holder | $289 | $234+23.3% | $12,815-97.7% | $348-16.9% |