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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $12,447 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,730 |
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 | $85,191 | $65,322+30.4% | $70,449+20.9% | $73,488+15.9% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 11.87% | 15.71%-3.8pp | 109.03%-97.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $4,448 | $2,460+80.8% | $2,737+62.5% | $2,270+95.9% |
| Participant deferral / active EE | $4,810 | $3,375+42.5% | $3,709+29.7% | $3,740+28.6% |
| Admin fee / account holder | $40 | $214-81.3% | $3,845-99.0% | $513-92.2% |