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 | $358,121 |
ASCENSUS LLC1 year Filed as: CAPFIINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,414 | $67,512+17.6% | $185,823-57.3% | $93,030-14.6% |
| Participation rate | 99.2% | 67.1%+32.1pp | 81.7%+17.5pp | 73.9%+25.3pp |
| Annual return | 12.81% | 21.04%-8.2pp | 122.05%-109.2pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,988 | $1,783+11.5% | $5,167-61.5% | $2,706-26.5% |
| Participant deferral / active EE | $5,458 | $3,035+79.8% | $5,568-2.0% | $4,562+19.6% |
| Admin fee / account holder | $89 | $318-72.0% | $16,237-99.5% | $152-41.3% |