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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,911 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,085 | $95,918+57.5% | $151,611-0.3% | $77,904+93.9% |
| Participation rate | 98.5% | 88.7%+9.8pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | -16.37% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $6,465 | $4,330+49.3% | $6,166+4.9% | $2,848+127.0% |
| Participant deferral / active EE | $9,904 | $7,508+31.9% | $8,363+18.4% | $4,806+106.1% |
| Admin fee / account holder | $65 | $93-30.5% | $11,616-99.4% | $133-51.1% |