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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $773,230 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $100,127 |
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 | $92,511 | $108,759-14.9% | $149,696-38.2% | $93,223-0.8% |
| Participation rate | 93.2% | 70.7%+22.5pp | 82.5%+10.7pp | 74.9%+18.3pp |
| Annual return | 21.05% | 19.53%+1.5pp | 276.60%-255.6pp | 19.29%+1.8pp |
| Employer contribution / active EE | $3,533 | $2,777+27.2% | $4,644-23.9% | $2,680+31.9% |
| Participant deferral / active EE | $8,496 | $6,149+38.2% | $6,842+24.2% | $4,563+86.2% |
| Admin fee / account holder | $64 | $81-20.9% | $9,309-99.3% | $79-19.4% |