Filed December 1, 2014
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 LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,274 |
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 | $85,504 | $80,753+5.9% | $136,294-37.3% | $62,292+37.3% |
| Participation rate | 97.2% | 73.5%+23.7pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.72% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,210 | $2,884+11.3% | $4,695-31.6% | $2,042+57.2% |
| Participant deferral / active EE | $12,131 | $5,164+134.9% | $6,247+94.2% | $3,169+282.8% |
| Admin fee / account holder | $193 | $525-63.2% | $9,243-97.9% | $479-59.7% |