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 LLC5+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W WHITING STREET, SUITE 100 · TAMPA, FL 33602 | Advisory (Plan) | $58,919 |
PENSION PLANNERS, INC.2 years Service code 65 · EIN 20-2053740 1045 CROSSPOINTE DR, SUITE 1 · NAPLES, FL 34110 | Account Maintenance | $14,150 |
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 | $39,708 | $52,293-24.1% | $178,490-77.8% | $73,409-45.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | -5.29% | 34.75%-40.0pp | 151.07%-156.4pp | 59.29%-64.6pp |
| Employer contribution / active EE | $5,924 | $1,735+241.4% | $5,011+18.2% | $2,234+165.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $170 | $127+33.7% | $13,984-98.8% | $158+7.9% |