Filed January 29, 2015 (most recent of 5 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $118,926 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 49 · EIN 26-0058143 | Other Services | $24,665 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,400 | $78,852-48.8% | $76,768-47.4% | $75,289-46.3% |
| Participation rate | 39.3% | 85.0%-45.7pp | 77.0%-37.7pp | 72.4%-33.1pp |
| Annual return | -3.12% | -1.29%-1.8pp | 2.43%-5.5pp | -0.04%-3.1pp |
| Employer contribution / active EE | $788 | $2,794-71.8% | $2,485-68.3% | $2,405-67.2% |
| Participant deferral / active EE | $1,461 | $4,800-69.6% | $3,852-62.1% | $3,739-60.9% |
| Admin fee / account holder | $105 | $79+33.0% | $6,675-98.4% | $102+2.7% |