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 | $125,617 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $122,561 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $43,345 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $203 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $114,024 | $56,095+103.3% | $178,490-36.1% | $90,288+26.3% |
| Participation rate | 83.2% | 65.6%+17.6pp | 81.9%+1.3pp | 73.4%+9.8pp |
| Annual return | 19.43% | 28.81%-9.4pp | 151.07%-131.6pp | 53.97%-34.5pp |
| Employer contribution / active EE | $1,929 | $1,572+22.6% | $5,011-61.5% | $2,524-23.6% |
| Participant deferral / active EE | $5,091 | $2,669+90.8% | $5,202-2.1% | $4,232+20.3% |
| Admin fee / account holder | $100 | $101-0.6% | $13,984-99.3% | $114-12.3% |