Filed June 1, 2012 (most recent of 2 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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 15 · EIN 26-0058143 4208 SIX FORKS RD #1700 · RALEIGH, NC 276095731 | Recordkeeping | $31,971 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $550 |
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 | $106,857 | $83,884+27.4% | $64,056+66.8% | $74,419+43.6% |
| Participation rate | 51.0% | 76.6%-25.6pp | 72.3%-21.3pp | 70.7%-19.8pp |
| Annual return | 14.91% | 16.57%-1.7pp | 33.69%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,937 | $3,084-37.2% | $2,747-29.5% | $2,637-26.5% |
| Participant deferral / active EE | $3,668 | $3,692-0.6% | $3,880-5.5% | $4,528-19.0% |
| Admin fee / account holder | $90 | $196-54.3% | $3,068-97.1% | $348-74.2% |