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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $18,736 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,657 | $65,557+30.7% | $64,056+33.7% | $71,457+19.9% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.0pp |
| Annual return | 13.18% | 18.94%-5.8pp | 33.69%-20.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $4,678 | $2,669+75.3% | $2,747+70.3% | $2,588+80.8% |
| Participant deferral / active EE | $5,246 | $3,626+44.7% | $3,880+35.2% | $4,289+22.3% |
| Admin fee / account holder | $52 | $616-91.6% | $3,068-98.3% | $1,587-96.7% |