Filed May 30, 1997
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 13 · EIN 42-0127290 | Contract Administrator | $140,960 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,716 |
GRAY, GRAY & GRAY1 year Filed as: GRAY,GRAY AND GRAY LLP Service code 10 · EIN 42-0288368 | Accounting | $22,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,678 | $106,028+285.4% | $146,958+178.1% | $77,643+426.4% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 16.12% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $11,984 | $4,063+194.9% | $4,933+142.9% | $2,726+339.6% |
| Participant deferral / active EE | $14,921 | $7,990+86.7% | $8,070+84.9% | $4,647+221.1% |
| Admin fee / account holder | $248 | $337-26.4% | $12,998-98.1% | $430-42.3% |