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 LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,220 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $20,600 |
FHIS1 year Service code 55 | Other Commissions | $0 |
FIIOC9+ 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 | $143,647 | $104,697+37.2% | $96,544+48.8% | $80,160+79.2% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+25.0pp |
| Annual return | 19.34% | 21.78%-2.4pp | 25.84%-6.5pp | 40.38%-21.0pp |
| Employer contribution / active EE | $8,822 | $3,536+149.5% | $2,965+197.6% | $2,978+196.3% |
| Participant deferral / active EE | $8,124 | $6,188+31.3% | $4,851+67.5% | $5,017+61.9% |
| Admin fee / account holder | $20 | $107-81.3% | $8,252-99.8% | $145-86.2% |