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 | $796,819 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $118,890 |
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 | $83,290 | $93,773-11.2% | $125,339-33.5% | $78,044+6.7% |
| Participation rate | 91.2% | 75.6%+15.6pp | 82.4%+8.8pp | 74.4%+16.8pp |
| Annual return | -11.12% | 277.78%-288.9pp | 572.05%-583.2pp | 10.87%-22.0pp |
| Employer contribution / active EE | $4,465 | $3,678+21.4% | $4,814-7.2% | $3,125+42.9% |
| Participant deferral / active EE | $9,843 | $6,971+41.2% | $7,446+32.2% | $5,084+93.6% |
| Admin fee / account holder | $60 | $67-9.8% | $10,010-99.4% | $79-23.5% |