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, LLC5+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $95,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $80,343 |
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 | $101,239 | $52,293+93.6% | $178,490-43.3% | $73,409+37.9% |
| Participation rate | 96.5% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.3pp |
| Annual return | 5.76% | 34.75%-29.0pp | 151.07%-145.3pp | 59.29%-53.5pp |
| Employer contribution / active EE | $4,034 | $1,735+132.5% | $5,011-19.5% | $2,234+80.6% |
| Participant deferral / active EE | $5,445 | $2,332+133.5% | $5,202+4.7% | $3,805+43.1% |
| Admin fee / account holder | $288 | $127+126.1% | $13,984-97.9% | $158+82.4% |