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 LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,212 |
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 | $143,863 | $122,239+17.7% | $184,203-21.9% | $74,495+93.1% |
| Participation rate | 99.6% | 85.5%+14.1pp | 86.8%+12.8pp | 67.2%+32.4pp |
| Annual return | 13.05% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,692 | $4,537+25.4% | $6,427-11.4% | $2,623+117.0% |
| Participant deferral / active EE | $9,921 | $7,139+39.0% | $9,131+8.7% | $4,346+128.3% |
| Admin fee / account holder | $338 | $1,260-73.1% | $13,901-97.6% | $1,942-82.6% |