Filed May 21, 1997 (most recent of 2 filings on file)
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 LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,999 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,739 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,508 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,391 | $41,617-17.4% | $84,611-59.4% | $77,787-55.8% |
| Participation rate | 95.2% | 45.0%+50.1pp | 68.2%+26.9pp | 73.2%+21.9pp |
| Annual return | 23.73% | 24.97%-1.2pp | 258.74%-235.0pp | 32.57%-8.8pp |
| Employer contribution / active EE | $1,146 | $1,061+8.0% | $2,652-56.8% | $2,504-54.2% |
| Participant deferral / active EE | $3,515 | $2,129+65.1% | $3,899-9.8% | $3,967-11.4% |
| Admin fee / account holder | $93 | $121-22.9% | $4,912-98.1% | $100-6.7% |