Filed February 15, 2005
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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,693 | $84,487+265.4% | $125,339+146.3% | $66,914+361.3% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | -12.64% | -8.39%-4.2pp | 572.05%-584.7pp | 1.58%-14.2pp |
| Employer contribution / active EE | $13,985 | $3,553+293.6% | $4,814+190.5% | $2,544+449.7% |
| Participant deferral / active EE | $11,749 | $6,781+73.3% | $7,446+57.8% | $4,237+177.3% |
| Admin fee / account holder | $386 | $685-43.6% | $10,010-96.1% | $593-34.9% |