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 LLC4+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W WHITING STREET, SUITE 100 · TAMPA, FL 33602 | Advisory (Plan) | $47,050 |
PENSION PLANNERS, INC.1 year Service code 65 · EIN 20-2053740 1045 CROSSPOINTE DR, SUITE 1 · NAPLES, FL 34110 | Account Maintenance | $7,590 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,965 | $62,928-33.3% | $172,739-75.7% | $67,579-37.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 4.84% | 30.36%-25.5pp | 802.84%-798.0pp | 378.56%-373.7pp |
| Employer contribution / active EE | $5,116 | $1,636+212.7% | $5,143-0.5% | $2,148+138.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $145 | $167-13.1% | $13,954-99.0% | $142+1.8% |