Filed April 26, 2005
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 |
|---|---|---|
ICAPITAL, LLC3+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $101,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,764 | $37,196+154.8% | $154,107-38.5% | $55,725+70.1% |
| Participation rate | 98.3% | 64.1%+34.2pp | 83.0%+15.3pp | 70.9%+27.4pp |
| Annual return | 10.24% | 1319.68%-1309.4pp | 735.12%-724.9pp | 244.93%-234.7pp |
| Employer contribution / active EE | $3,512 | $1,614+117.6% | $5,298-33.7% | $2,078+69.0% |
| Participant deferral / active EE | $4,858 | $2,068+134.9% | $5,081-4.4% | $3,356+44.8% |
| Admin fee / account holder | $201 | $102+97.5% | $13,411-98.5% | $115+74.2% |