Filed November 19, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $193,746 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $36,153 |
EJ CALLAHAN & ASSOCIATES LLC2 years Filed as: EJ CALLAHAN Service code 10 · EIN 46-4547996 | Accounting | $7,000 |
TEST1 year Service code 99 123 STREET · ERLANGER, KY 41018 | Other Fees | $5,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,859 | $50,127+41.4% | $149,673-52.7% | $80,160-11.6% |
| Participation rate | 62.6% | 64.3%-1.6pp | 78.8%-16.1pp | 72.9%-10.3pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $817 | $1,865-56.2% | $4,818-83.0% | $2,978-72.6% |
| Participant deferral / active EE | $4,220 | $3,194+32.1% | $5,680-25.7% | $5,017-15.9% |
| Admin fee / account holder | $101 | $153-33.6% | $13,210-99.2% | $145-30.0% |