Filed December 22, 1992
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 · EIN 26-0058143 | Advisory (Plan) | $14,384 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,301 | $48,335+35.1% | $121,098-46.1% | $71,457-8.6% |
| Participation rate | 52.4% | 54.3%-1.9pp | 69.5%-17.1pp | 67.9%-15.5pp |
| Annual return | 23.48% | 23.32%+0.2pp | 985.75%-962.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $1,043 | $1,489-29.9% | $4,164-74.9% | $2,588-59.7% |
| Participant deferral / active EE | $2,189 | $2,754-20.5% | $4,080-46.3% | $4,289-49.0% |
| Admin fee / account holder | $140 | $1,841-92.4% | $5,644-97.5% | $1,587-91.2% |