Filed October 6, 1994 (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 37 · EIN 04-2647786 | Loan Processing | $84,940 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
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 | $89,894 | $80,354+11.9% | $133,980-32.9% | $63,975+40.5% |
| Participation rate | 93.7% | 87.5%+6.2pp | 87.1%+6.6pp | 71.1%+22.6pp |
| Annual return | 10.74% | 13.11%-2.4pp | 29.30%-18.6pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,004 | $3,503-42.8% | $5,211-61.5% | $2,182-8.1% |
| Participant deferral / active EE | $6,426 | $5,239+22.7% | $6,282+2.3% | $3,356+91.5% |
| Admin fee / account holder | $101 | $69+46.3% | $9,324-98.9% | $70+44.0% |