Filed April 11, 1
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 13 · EIN 42-0127290 | Contract Administrator | $316,257 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,527 | $57,150-25.6% | $93,606-54.6% | $106,382-60.0% |
| Participation rate | 27.9% | 49.1%-21.2pp | 68.7%-40.8pp | 69.9%-42.0pp |
| Annual return | 14.05% | 15.81%-1.8pp | 133.20%-119.1pp | 17.37%-3.3pp |
| Employer contribution / active EE | $352 | $1,015-65.3% | $2,420-85.4% | $3,364-89.5% |
| Participant deferral / active EE | $666 | $1,853-64.1% | $4,411-84.9% | $5,569-88.0% |
| Admin fee / account holder | $71 | $64+10.3% | $8,285-99.1% | $79-10.4% |