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 LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $112,711 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,232 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,662 | $37,213+41.5% | $156,549-66.4% | $63,975-17.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 84.0%+14.8pp | 71.1%+27.6pp |
| Annual return | 6.01% | 47.89%-41.9pp | 32.23%-26.2pp | 48.65%-42.6pp |
| Employer contribution / active EE | $2,329 | $1,357+71.6% | $5,501-57.7% | $2,182+6.7% |
| Participant deferral / active EE | $3,315 | $2,070+60.1% | $4,871-31.9% | $3,356-1.2% |
| Admin fee / account holder | $42 | $56-25.6% | $13,027-99.7% | $70-40.5% |