Filed December 23, 2009 (most recent of 3 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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $135,864 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $106,438 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $106,114 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,266 | $73,638-5.9% | $95,952-27.8% | $73,488-5.7% |
| Participation rate | 91.9% | 76.2%+15.7pp | 77.1%+14.8pp | 70.7%+21.2pp |
| Annual return | 12.51% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $5,159 | $1,863+176.9% | $2,541+103.0% | $2,270+127.2% |
| Participant deferral / active EE | $10,394 | $3,617+187.4% | $4,167+149.4% | $3,740+177.9% |
| Admin fee / account holder | $106 | $482-78.1% | $6,795-98.4% | $513-79.4% |