Filed April 12, 2007
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 5-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 13 · EIN 06-1050034 | Contract Administrator | $344,037 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,723 |
Service code 10 · EIN 83-0414789 | Accounting | $17,840 |
ZOOK DINON PA2 years Filed as: ZOOK DINON Service code 10 · EIN 22-2746484 | Accounting | $13,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,375 | $95,445-75.5% | $60,874-61.6% | $78,044-70.0% |
| Participation rate | 76.5% | 72.5%+4.0pp | 73.1%+3.4pp | 74.4%+2.1pp |
| Annual return | -15.91% | -12.21%-3.7pp | 16.90%-32.8pp | 10.87%-26.8pp |
| Employer contribution / active EE | $742 | $3,900-81.0% | $2,701-72.5% | $3,125-76.2% |
| Participant deferral / active EE | $2,772 | $4,558-39.2% | $3,817-27.4% | $5,084-45.5% |
| Admin fee / account holder | $72 | $46+57.7% | $3,224-97.8% | $79-8.6% |