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 | $336,714 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,988 |
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 | $75,146 | $56,095+34.0% | $178,490-57.9% | $90,288-16.8% |
| Participation rate | 99.1% | 65.6%+33.6pp | 81.9%+17.2pp | 73.4%+25.8pp |
| Annual return | 14.50% | 28.81%-14.3pp | 151.07%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,813 | $1,572+78.9% | $5,011-43.9% | $2,524+11.4% |
| Participant deferral / active EE | $5,156 | $2,669+93.2% | $5,202-0.9% | $4,232+21.8% |
| Admin fee / account holder | $92 | $101-9.0% | $13,984-99.3% | $114-19.7% |