Filed January 9, 2013 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $102,609 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $21,500 |
FHIS2 years Service code 55 | Other Commissions | $0 |
FIIOC10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,385 | $110,299+53.6% | $102,423+65.4% | $199,593-15.1% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 16.37% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $9,175 | $3,603+154.6% | $3,023+203.5% | $3,034+202.4% |
| Participant deferral / active EE | $8,726 | $6,376+36.9% | $5,053+72.7% | $5,087+71.5% |
| Admin fee / account holder | -$1 | $122-101.2% | $9,451-100.0% | $269-100.5% |