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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $9,375 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,833 | $74,706+20.2% | $75,696+18.7% | $79,386+13.2% |
| Participation rate | 98.9% | 75.3%+23.5pp | 74.8%+24.0pp | 70.7%+28.2pp |
| Annual return | 11.62% | 18.52%-6.9pp | 104.53%-92.9pp | 116.85%-105.2pp |
| Employer contribution / active EE | $4,474 | $2,590+72.7% | $2,743+63.1% | $2,427+84.3% |
| Participant deferral / active EE | $4,845 | $3,533+37.1% | $3,821+26.8% | $4,046+19.8% |
| Admin fee / account holder | $27 | $374-92.9% | $3,619-99.3% | $626-95.8% |