Filed September 19, 2006
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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,041 | $104,475-13.8% | $159,436-43.5% | $79,386+13.4% |
| Participation rate | 73.7% | 76.6%-2.9pp | 82.8%-9.1pp | 70.7%+3.0pp |
| Annual return | 17.58% | 67.95%-50.4pp | 263.57%-246.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $47 | $3,417-98.6% | $4,829-99.0% | $2,427-98.1% |
| Participant deferral / active EE | $9,393 | $6,467+45.2% | $7,352+27.8% | $4,046+132.2% |
| Admin fee / account holder | $78 | $711-89.1% | $10,799-99.3% | $626-87.6% |