Filed November 22, 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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,830 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,782 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,856 | $65,946-53.2% | $81,783-62.3% | $77,671-60.3% |
| Participation rate | 94.2% | 65.8%+28.4pp | 72.4%+21.8pp | 70.6%+23.6pp |
| Annual return | 16.68% | 26.65%-10.0pp | 775.05%-758.4pp | 31.21%-14.5pp |
| Employer contribution / active EE | $2,225 | $2,371-6.2% | $2,913-23.6% | $2,726-18.4% |
| Participant deferral / active EE | $3,241 | $3,507-7.6% | $4,320-25.0% | $4,648-30.3% |
| Admin fee / account holder | $160 | $527-69.6% | $7,380-97.8% | $430-62.8% |