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 | $83,351 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $27,500 |
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 | $103,871 | $89,274+16.4% | $149,718-30.6% | $77,958+33.2% |
| Participation rate | 96.5% | 87.6%+8.9pp | 87.1%+9.4pp | 71.6%+24.8pp |
| Annual return | 18.95% | 20.36%-1.4pp | 1501.63%-1482.7pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,152 | $3,727-42.3% | $5,445-60.5% | $2,310-6.9% |
| Participant deferral / active EE | $6,935 | $5,382+28.9% | $6,569+5.6% | $3,537+96.1% |
| Admin fee / account holder | $78 | $240-67.5% | $11,283-99.3% | $97-20.0% |