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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,181 |
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 | $30,384 | $52,406-42.0% | $129,207-76.5% | $74,495-59.2% |
| Participation rate | 61.6% | 53.8%+7.8pp | 69.6%-8.0pp | 67.2%-5.6pp |
| Annual return | 15.73% | 15.66%+0.1pp | 9417.33%-9401.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $831 | $1,531-45.7% | $4,153-80.0% | $2,623-68.3% |
| Participant deferral / active EE | $1,498 | $2,794-46.4% | $4,168-64.1% | $4,346-65.5% |
| Admin fee / account holder | $74 | $2,633-97.2% | $7,715-99.0% | $1,942-96.2% |