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 LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,418 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $17,800 |
FIIOC7+ 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 | $155,059 | $144,996+6.9% | $111,297+39.3% | $93,030+66.7% |
| Participation rate | 98.4% | 86.2%+12.3pp | 77.3%+21.1pp | 73.9%+24.5pp |
| Annual return | 15.06% | 18.26%-3.2pp | 54.65%-39.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $6,438 | $3,056+110.7% | $2,731+135.7% | $2,706+138.0% |
| Participant deferral / active EE | $6,586 | $5,587+17.9% | $4,487+46.8% | $4,562+44.4% |
| Admin fee / account holder | $22 | $103-78.6% | $7,964-99.7% | $152-85.4% |