Filed February 12, 2009 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,439 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,768 | $176,811+119.9% | $147,005+164.5% | - |
| Participation rate | 98.0% | 76.9%+21.1pp | 82.2%+15.8pp | - |
| Annual return | 19.85% | 11.59%+8.3pp | 418.76%-398.9pp | - |
| Employer contribution / active EE | $5,441 | $3,294+65.2% | $4,934+10.3% | - |
| Participant deferral / active EE | $12,097 | $6,900+75.3% | $8,070+49.9% | - |
| Admin fee / account holder | $228 | $27,451-99.2% | $13,006-98.2% | - |