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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $177,224 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $55,496 |
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 | $57,802 | $44,989+28.5% | $170,442-66.1% | $77,958-25.9% |
| Participation rate | 98.5% | 64.6%+33.9pp | 83.6%+14.9pp | 71.6%+26.9pp |
| Annual return | 15.05% | 19.61%-4.6pp | 205.93%-190.9pp | 20.87%-5.8pp |
| Employer contribution / active EE | $2,419 | $1,466+65.0% | $5,433-55.5% | $2,310+4.7% |
| Participant deferral / active EE | $3,815 | $2,208+72.8% | $4,939-22.8% | $3,537+7.9% |
| Admin fee / account holder | $64 | $69-7.5% | $13,880-99.5% | $97-34.5% |