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 | $284,461 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,000 |
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 | $55,138 | $45,382+21.5% | $154,107-64.2% | $75,289-26.8% |
| Participation rate | 98.6% | 65.9%+32.7pp | 83.0%+15.5pp | 72.4%+26.1pp |
| Annual return | -3.34% | -0.47%-2.9pp | 735.12%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $2,539 | $1,533+65.6% | $5,298-52.1% | $2,405+5.6% |
| Participant deferral / active EE | $4,235 | $2,384+77.6% | $5,081-16.6% | $3,739+13.3% |
| Admin fee / account holder | $82 | $89-8.2% | $13,411-99.4% | $102-19.8% |