Filed February 5, 2010 (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 9-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 | $156,424 |
Filed as: NELSON,MULLINS,RILEY Service code 16 · EIN 57-0215445 | Consulting | $72,994 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,161 |
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 | $130,448 | $110,299+18.3% | $102,423+27.4% | $199,593-34.6% |
| Participation rate | 94.7% | 86.3%+8.4pp | 76.5%+18.2pp | 72.0%+22.7pp |
| Annual return | 18.19% | 35.73%-17.5pp | 29.32%-11.1pp | 34.25%-16.1pp |
| Employer contribution / active EE | $3,838 | $3,603+6.5% | $3,023+26.9% | $3,034+26.5% |
| Participant deferral / active EE | $6,237 | $6,376-2.2% | $5,053+23.4% | $5,087+22.6% |
| Admin fee / account holder | $108 | $122-11.5% | $9,451-98.9% | $269-59.7% |