Filed July 19, 2006
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 10-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 LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $10,399 |
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 | $102,024 | $55,002+85.5% | $59,878+70.4% | $56,287+81.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.7%+22.1pp | 69.9%+26.9pp |
| Annual return | -3.82% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,642 | $2,448+7.9% | $2,722-2.9% | $2,111+25.2% |
| Participant deferral / active EE | $4,362 | $3,121+39.8% | $3,402+28.2% | $3,350+30.2% |
| Admin fee / account holder | $18 | $236-92.2% | $3,590-99.5% | $521-96.5% |