Filed October 22, 2002 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 14 · EIN 26-0058143 | Plan Administrator | $100,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,214 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,920 | $95,048-15.9% | $141,162-43.4% | $82,204-2.8% |
| Participation rate | 90.4% | 73.7%+16.7pp | 82.5%+8.0pp | 73.4%+17.0pp |
| Annual return | 26.63% | 26.89%-0.3pp | 71.39%-44.8pp | 26.31%+0.3pp |
| Employer contribution / active EE | $3,112 | $2,921+6.5% | $4,735-34.3% | $2,707+15.0% |
| Participant deferral / active EE | $7,277 | $5,907+23.2% | $6,709+8.5% | $4,246+71.4% |
| Admin fee / account holder | $10 | $78-87.7% | $10,261-99.9% | $76-87.4% |