Filed November 9, 2005
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, LLC Service code 16 · EIN 26-0058143 | Consulting | $31,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,806 | $100,227-21.4% | $169,993-53.6% | $74,419+5.9% |
| Participation rate | 82.0% | 87.3%-5.3pp | 87.0%-5.0pp | 70.7%+11.3pp |
| Annual return | 19.41% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,919 | $4,263-31.5% | $6,785-57.0% | $2,637+10.7% |
| Participant deferral / active EE | $4,358 | $7,143-39.0% | $10,408-58.1% | $4,528-3.8% |
| Admin fee / account holder | $218 | $234-6.9% | $12,815-98.3% | $348-37.2% |