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 | $268,652 |
Filed as: CAP FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,086 | $50,127+47.8% | $149,673-50.5% | $80,160-7.6% |
| Participation rate | 98.3% | 64.3%+34.1pp | 78.8%+19.6pp | 72.9%+25.4pp |
| Annual return | 18.26% | 29.82%-11.6pp | 134.42%-116.2pp | 40.38%-22.1pp |
| Employer contribution / active EE | $2,216 | $1,865+18.9% | $4,818-54.0% | $2,978-25.6% |
| Participant deferral / active EE | $5,791 | $3,194+81.3% | $5,680+2.0% | $5,017+15.4% |
| Admin fee / account holder | $60 | $153-60.9% | $13,210-99.5% | $145-58.8% |