Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Other Services | $35,892 |
TIAA6+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $25,611 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,732 | $54,121+19.6% | $134,143-51.7% | $73,409-11.8% |
| Participation rate | 95.5% | 64.4%+31.1pp | 72.2%+23.3pp | 72.2%+23.3pp |
| Annual return | 14.41% | -312.52%+326.9pp | 36.33%-21.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,775 | $1,402+26.6% | $3,704-52.1% | $2,234-20.5% |
| Participant deferral / active EE | $1,875 | $2,844-34.1% | $3,499-46.4% | $3,805-50.7% |
| Admin fee / account holder | $81 | $132-39.2% | $6,684-98.8% | $158-49.0% |