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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,763 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,188 |
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 | $82,772 | $73,102+13.2% | $123,544-33.0% | $56,287+47.1% |
| Participation rate | 93.7% | 74.3%+19.4pp | 82.3%+11.4pp | 69.9%+23.9pp |
| Annual return | -2.66% | 3.01%-5.7pp | 119.20%-121.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,434 | $2,977+15.4% | $4,628-25.8% | $2,111+62.7% |
| Participant deferral / active EE | $9,106 | $5,423+67.9% | $6,426+41.7% | $3,350+171.9% |
| Admin fee / account holder | $221 | $554-60.1% | $9,284-97.6% | $521-57.6% |