Filed January 11, 2006
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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $47,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,513 |
REHMANN ROBSON2 years Service code 10 · EIN 38-3567911 | Accounting | $20,100 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,053 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,867 | $106,028+21.5% | $146,958-12.3% | $77,643+66.0% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 15.19% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $4,606 | $4,063+13.4% | $4,933-6.6% | $2,726+69.0% |
| Participant deferral / active EE | $13,250 | $7,990+65.8% | $8,070+64.2% | $4,647+185.1% |
| Admin fee / account holder | $177 | $337-47.6% | $12,998-98.6% | $430-58.9% |