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, LLC4+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $103,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,348 | $62,928+59.5% | $172,739-41.9% | $67,579+48.5% |
| Participation rate | 96.8% | 64.5%+32.3pp | 82.6%+14.1pp | 71.3%+25.5pp |
| Annual return | 5.94% | 30.36%-24.4pp | 802.84%-796.9pp | 378.56%-372.6pp |
| Employer contribution / active EE | $3,414 | $1,636+108.6% | $5,143-33.6% | $2,148+58.9% |
| Participant deferral / active EE | $4,929 | $2,145+129.8% | $5,198-5.2% | $3,539+39.3% |
| Admin fee / account holder | $320 | $167+91.9% | $13,954-97.7% | $142+124.7% |