Filed August 19, 2014 (most recent of 4 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 LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $108,203 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $21,978 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $51,213 | $37,039+38.3% | $147,614-65.3% | $59,188-13.5% |
| Participation rate | 97.7% | 63.8%+33.9pp | 84.6%+13.1pp | 69.4%+28.3pp |
| Annual return | 0.63% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,202 | $1,353+62.8% | $5,564-60.4% | $2,098+5.0% |
| Participant deferral / active EE | $3,229 | $2,094+54.2% | $4,895-34.0% | $3,265-1.1% |
| Admin fee / account holder | $42 | $60-30.7% | $11,611-99.6% | $92-54.8% |