Filed January 11, 2013
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 51 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Mgmt Fees | $9,375 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,788 | $55,002+25.1% | $59,878+14.9% | $56,287+22.2% |
| Participation rate | 99.5% | 75.9%+23.5pp | 74.7%+24.8pp | 69.9%+29.6pp |
| Annual return | -2.46% | 1.13%-3.6pp | 3.46%-5.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $4,315 | $2,448+76.3% | $2,722+58.5% | $2,111+104.4% |
| Participant deferral / active EE | $4,982 | $3,121+59.6% | $3,402+46.4% | $3,350+48.7% |
| Admin fee / account holder | $22 | $236-90.8% | $3,590-99.4% | $521-95.8% |