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, LLC7+ years Filed as: ICAPITAL ELITE Service code 16 · EIN 76-0708798 | Consulting | $133,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | $120,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,066 | $46,292+120.5% | $143,757-29.0% | $64,808+57.5% |
| Participation rate | 98.3% | 64.2%+34.1pp | 80.3%+18.0pp | 71.5%+26.9pp |
| Annual return | 8.72% | -10.05%+18.8pp | -0.04%+8.8pp | 32.82%-24.1pp |
| Employer contribution / active EE | $3,542 | $1,910+85.5% | $4,951-28.5% | $2,506+41.4% |
| Participant deferral / active EE | $5,710 | $2,646+115.8% | $5,637+1.3% | $4,310+32.5% |
| Admin fee / account holder | $309 | $154+100.8% | $14,673-97.9% | $188+64.5% |