Filed October 18, 2004
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 7-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $100,754-57.9% | $86,677-51.0% | $134,475-68.4% |
| Participation rate | 56.5% | 78.9%-22.4pp | 76.6%-20.1pp | 81.2%-24.7pp |
| Annual return | -9.89% | 29.04%-38.9pp | 35.91%-45.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,126 | $3,489-10.4% | $2,836+10.2% | $4,740-34.1% |
| Participant deferral / active EE | $8,085 | $5,338+51.5% | $4,656+73.7% | $6,400+26.3% |
| Admin fee / account holder | $192 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |