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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,678 | $60,989+24.1% | $60,874+24.3% | $66,914+13.1% |
| Participation rate | 97.9% | 74.5%+23.5pp | 73.1%+24.8pp | 69.8%+28.1pp |
| Annual return | -10.97% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $4,365 | $2,661+64.1% | $2,701+61.6% | $2,544+71.6% |
| Participant deferral / active EE | $4,862 | $3,615+34.5% | $3,817+27.4% | $4,237+14.7% |
| Admin fee / account holder | $33 | $338-90.3% | $3,224-99.0% | $593-94.5% |