Filed July 24, 2010
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,163 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,356 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,997 | $63,745+56.9% | $98,442+1.6% | $79,386+26.0% |
| Participation rate | 90.7% | 69.9%+20.9pp | 73.3%+17.4pp | 70.7%+20.0pp |
| Annual return | 13.40% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,294 | $3,303+211.6% | $4,276+140.7% | $4,046+154.5% |
| Admin fee / account holder | $232 | $516-55.0% | $5,949-96.1% | $626-62.9% |