Filed November 6, 2014
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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $19,257 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,218 |
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 | $59,801 | $74,089-19.3% | $133,980-55.4% | $55,167+8.4% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.1%+4.6pp | 69.0%+22.7pp |
| Annual return | 8.28% | 12.11%-3.8pp | 29.30%-21.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,283 | $3,064-25.5% | $5,211-56.2% | $1,963+16.3% |
| Participant deferral / active EE | $5,108 | $4,678+9.2% | $6,282-18.7% | $3,054+67.2% |
| Admin fee / account holder | $207 | $458-54.7% | $9,324-97.8% | $504-58.8% |