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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,029 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $16,700 |
FIIOC6+ years Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,474 | $176,491-19.8% | $95,952+47.4% | $90,288+56.7% |
| Participation rate | 98.1% | 86.6%+11.5pp | 77.1%+21.0pp | 73.4%+24.7pp |
| Annual return | 18.12% | 20.14%-2.0pp | 91.61%-73.5pp | 53.97%-35.8pp |
| Employer contribution / active EE | $6,598 | $2,789+136.6% | $2,541+159.6% | $2,524+161.4% |
| Participant deferral / active EE | $6,314 | $5,340+18.3% | $4,167+51.5% | $4,232+49.2% |
| Admin fee / account holder | $21 | $154-86.5% | $6,795-99.7% | $114-81.8% |