Filed October 10, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $81,385 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $10,533 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,671 | $145,877+19.7% | $150,045+16.4% | $102,872+69.8% |
| Participation rate | 98.6% | 79.8%+18.8pp | 82.3%+16.3pp | 73.0%+25.6pp |
| Annual return | 15.94% | 21.37%-5.4pp | 62.55%-46.6pp | 19.06%-3.1pp |
| Employer contribution / active EE | $10,596 | $4,710+125.0% | $4,693+125.8% | $3,526+200.5% |
| Participant deferral / active EE | $1,123 | $9,491-88.2% | $7,997-86.0% | $5,535-79.7% |
| Admin fee / account holder | $38 | $176-78.2% | $13,435-99.7% | $292-86.9% |