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 | $65,363 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,488 | $101,317+49.5% | $146,958+3.1% | $74,495+103.4% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 12.96% | 8730.91%-8717.9pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $9,549 | $3,810+150.6% | $4,933+93.6% | $2,623+264.0% |
| Participant deferral / active EE | $17,068 | $7,303+133.7% | $8,070+111.5% | $4,346+292.8% |
| Admin fee / account holder | $252 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |