Filed September 14, 2006
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 | $241,581 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,000 |
COZEN O'CONNOR2 years Service code 49 · EIN 23-1732832 | Other Services | $85,912 |
HAM, LANGSTON & BREZINA, LLP2 years Service code 10 · EIN 76-0448495 | Accounting | $22,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,058 | $110,299+50.6% | $102,423+62.1% | $199,593-16.8% |
| Participation rate | 91.0% | 86.3%+4.8pp | 76.5%+14.6pp | 72.0%+19.1pp |
| Annual return | 18.36% | 35.73%-17.4pp | 29.32%-11.0pp | 34.25%-15.9pp |
| Employer contribution / active EE | $8,357 | $3,603+131.9% | $3,023+176.4% | $3,034+175.4% |
| Participant deferral / active EE | $8,817 | $6,376+38.3% | $5,053+74.5% | $5,087+73.3% |
| Admin fee / account holder | $137 | $122+11.8% | $9,451-98.6% | $269-49.1% |