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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 | Other Services | $32,500 |
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $29,567 |
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 | $58,337 | $53,345+9.4% | $121,098-51.8% | $74,419-21.6% |
| Participation rate | 97.3% | 60.0%+37.3pp | 69.5%+27.9pp | 70.7%+26.6pp |
| Annual return | 17.36% | 35.15%-17.8pp | 985.75%-968.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,839 | $1,898+49.6% | $4,164-31.8% | $2,637+7.7% |
| Participant deferral / active EE | $3,432 | $3,221+6.5% | $4,080-15.9% | $4,528-24.2% |
| Admin fee / account holder | $84 | $382-77.9% | $5,644-98.5% | $348-75.7% |