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 | $583,490 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $135,158 |
ISLER DARE, P.C.1 year Filed as: ISLER DARE Service code 29 · EIN 54-1844836 | Legal | $19,533 |
Service code 10 · EIN 52-1743645 | Accounting | $15,000 |
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 | $101,592 | $121,599-16.5% | $135,903-25.2% | $103,482-1.8% |
| Participation rate | 95.5% | 76.2%+19.3pp | 81.9%+13.6pp | 73.3%+22.3pp |
| Annual return | 23.48% | 26.09%-2.6pp | 68.23%-44.8pp | 33.11%-9.6pp |
| Employer contribution / active EE | $4,673 | $4,627+1.0% | $4,856-3.8% | $3,208+45.7% |
| Participant deferral / active EE | $10,815 | $7,782+39.0% | $7,758+39.4% | $5,207+107.7% |
| Admin fee / account holder | $50 | $76-34.5% | $10,762-99.5% | $114-56.5% |