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 LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,674 |
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 | $55,107 | $89,739-38.6% | $149,718-63.2% | $62,292-11.5% |
| Participation rate | 97.4% | 85.1%+12.3pp | 87.1%+10.3pp | 69.5%+27.9pp |
| Annual return | 20.29% | 21.01%-0.7pp | 1501.63%-1481.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,504 | $3,233-22.6% | $5,445-54.0% | $2,042+22.6% |
| Participant deferral / active EE | $5,117 | $4,797+6.7% | $6,569-22.1% | $3,169+61.5% |
| Admin fee / account holder | $175 | $551-68.2% | $11,283-98.4% | $479-63.4% |