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 26 · EIN 26-0058143 | Advisory (Participants) | $6,992 |
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 | $101,871 | $99,078+2.8% | $96,544+5.5% | $74,419+36.9% |
| Participation rate | 83.8% | 80.7%+3.1pp | 76.0%+7.8pp | 70.7%+13.0pp |
| Annual return | 17.07% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,531 | $2,570+37.4% | $2,965+19.1% | $2,637+33.9% |
| Participant deferral / active EE | $4,933 | $4,9330% | $4,851+1.7% | $4,528+9.0% |
| Admin fee / account holder | $23 | $225-89.9% | $8,252-99.7% | $348-93.5% |