Filed June 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $57,954 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,710 | $73,404-37.7% | $87,100-47.5% | $67,579-32.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.23% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,430 | $2,014-29.0% | $2,521-43.3% | $2,148-33.4% |
| Participant deferral / active EE | $2,632 | $3,913-32.7% | $4,049-35.0% | $3,539-25.6% |
| Admin fee / account holder | $121 | $142-14.6% | $7,497-98.4% | $142-15.0% |