Filed January 30, 2004 (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 | $241,142 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $21,630 |
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 | $132,872 | $53,136+150.1% | $155,509-14.6% | $199,593-33.4% |
| Participation rate | 76.1% | 64.1%+12.0pp | 78.2%-2.1pp | 72.0%+4.1pp |
| Annual return | 14.93% | 41.15%-26.2pp | 64.67%-49.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $2,174 | $1,851+17.4% | $4,672-53.5% | $3,034-28.4% |
| Participant deferral / active EE | $6,264 | $3,161+98.2% | $5,626+11.3% | $5,087+23.2% |
| Admin fee / account holder | $83 | $185-55.5% | $15,912-99.5% | $269-69.3% |