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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,646 |
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 | $426,867 | $100,923+323.0% | $150,045+184.5% | $74,304+474.5% |
| Participation rate | 99.5% | 70.1%+29.4pp | 82.3%+17.2pp | 60.3%+39.2pp |
| Annual return | 17.26% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $15,025 | $3,463+333.8% | $4,693+220.2% | $2,241+570.4% |
| Participant deferral / active EE | $13,744 | $6,709+104.8% | $7,997+71.9% | $3,767+264.8% |
| Admin fee / account holder | $377 | $2,767-86.4% | $13,435-97.2% | $2,969-87.3% |