Filed April 11, 2012
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,441 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,031 | $82,202+27.8% | $125,339-16.2% | $64,808+62.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 82.4%+3.3pp | 71.5%+14.2pp |
| Annual return | -16.27% | 3.48%-19.8pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $8,338 | $3,615+130.6% | $4,814+73.2% | $2,506+232.7% |
| Participant deferral / active EE | $13,631 | $7,175+90.0% | $7,446+83.1% | $4,310+216.3% |
| Admin fee / account holder | $219 | $163+34.4% | $10,010-97.8% | $188+16.9% |