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, LLC6+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $117,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,391 | $56,485+148.5% | $185,823-24.4% | $86,799+61.7% |
| Participation rate | 97.3% | 65.5%+31.9pp | 81.7%+15.6pp | 72.3%+25.1pp |
| Annual return | 30.67% | 118.04%-87.4pp | 122.05%-91.4pp | 97.91%-67.2pp |
| Employer contribution / active EE | $1,247 | $1,843-32.4% | $5,167-75.9% | $2,405-48.2% |
| Participant deferral / active EE | $5,890 | $2,553+130.7% | $5,568+5.8% | $4,131+42.6% |
| Admin fee / account holder | $337 | $150+125.2% | $16,237-97.9% | $170+98.7% |