Filed December 14, 2015
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 LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,879 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,413 |
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 | $40,076 | $72,770-44.9% | $67,652-40.8% | $55,191-27.4% |
| Participation rate | 77.2% | 78.8%-1.6pp | 75.7%+1.5pp | 69.2%+8.0pp |
| Annual return | -0.28% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $529 | $1,769-70.1% | $2,266-76.6% | $1,899-72.1% |
| Participant deferral / active EE | $2,191 | $3,408-35.7% | $3,560-38.4% | $3,046-28.1% |
| Admin fee / account holder | $120 | $79+51.7% | $4,821-97.5% | $91+31.7% |