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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,226 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $18,500 |
FIIOC8+ 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 | $120,315 | $130,141-7.6% | $86,677+38.8% | $77,904+54.4% |
| Participation rate | 97.2% | 85.9%+11.3pp | 76.6%+20.6pp | 73.7%+23.5pp |
| Annual return | -16.49% | -12.75%-3.7pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $6,871 | $3,220+113.4% | $2,836+142.2% | $2,848+141.3% |
| Participant deferral / active EE | $6,959 | $5,757+20.9% | $4,656+49.5% | $4,806+44.8% |
| Admin fee / account holder | $10 | $132-92.6% | $7,493-99.9% | $133-92.6% |