Filed March 22, 2006 (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 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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $716 |
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 | $161,346 | $55,002+193.3% | $59,878+169.5% | $56,287+186.7% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.7%+23.5pp | 69.9%+28.3pp |
| Annual return | 8.68% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $4,863 | $2,448+98.7% | $2,722+78.7% | $2,111+130.4% |
| Participant deferral / active EE | $4,693 | $3,121+50.4% | $3,402+38.0% | $3,350+40.1% |
| Admin fee / account holder | $13 | $236-94.4% | $3,590-99.6% | $521-97.5% |