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 LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,541 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,736 |
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 | $47,545 | $65,118-27.0% | $76,768-38.1% | $55,725-14.7% |
| Participation rate | 76.2% | 79.6%-3.4pp | 77.0%-0.7pp | 70.9%+5.4pp |
| Annual return | 6.38% | -1.27%+7.6pp | 2.43%+3.9pp | 244.93%-238.6pp |
| Employer contribution / active EE | $516 | $1,941-73.4% | $2,485-79.2% | $2,078-75.2% |
| Participant deferral / active EE | $2,228 | $3,688-39.6% | $3,852-42.2% | $3,356-33.6% |
| Admin fee / account holder | $188 | $116+61.9% | $6,675-97.2% | $115+62.8% |