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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $525 |
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 | $72,916 | $60,795+19.9% | $69,455+5.0% | $65,185+11.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 15.93% | 17.46%-1.5pp | 28.97%-13.0pp | 29.38%-13.5pp |
| Employer contribution / active EE | $4,462 | $2,452+82.0% | $2,779+60.6% | $2,177+105.0% |
| Participant deferral / active EE | $5,057 | $3,162+59.9% | $3,535+43.0% | $3,514+43.9% |
| Admin fee / account holder | $29 | $314-90.7% | $3,839-99.2% | $847-96.5% |