Filed January 6, 2006 (most recent of 5 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,293 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$68,399 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,044 | $79,171+112.3% | $102,423+64.1% | $74,495+125.6% |
| Participation rate | 94.7% | 74.8%+19.9pp | 76.5%+18.2pp | 67.2%+27.4pp |
| Annual return | 18.99% | 54.93%-35.9pp | 29.32%-10.3pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $5,205 | $2,362+120.3% | $3,023+72.2% | $2,623+98.4% |
| Participant deferral / active EE | $7,616 | $4,415+72.5% | $5,053+50.7% | $4,346+75.3% |
| Admin fee / account holder | -$98 | $2,001-104.9% | $9,451-101.0% | $1,942-105.0% |