Filed November 22, 1995
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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $43,277 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,251 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,762 | $58,758-20.4% | $70,014-33.2% | $63,975-26.9% |
| Participation rate | 97.1% | 77.5%+19.6pp | 71.8%+25.3pp | 71.1%+25.9pp |
| Annual return | 5.23% | 18.05%-12.8pp | 12.99%-7.8pp | 48.65%-43.4pp |
| Employer contribution / active EE | $1,390 | $1,973-29.5% | $2,338-40.6% | $2,182-36.3% |
| Participant deferral / active EE | $3,829 | $2,912+31.5% | $2,931+30.7% | $3,356+14.1% |
| Admin fee / account holder | $80 | $71+12.5% | $4,380-98.2% | $70+13.4% |