Filed August 26, 2014 (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 9-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 LLC3+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $44,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,694 | $37,196+14.8% | $154,107-72.3% | $55,725-23.4% |
| Participation rate | 99.4% | 64.1%+35.3pp | 83.0%+16.4pp | 70.9%+28.5pp |
| Annual return | 9.81% | 1319.68%-1309.9pp | 735.12%-725.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $5,453 | $1,614+237.8% | $5,298+2.9% | $2,078+162.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $106 | $102+4.7% | $13,411-99.2% | $115-7.6% |