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 | $289,429 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $10,815 |
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 | $128,589 | $67,512+90.5% | $185,823-30.8% | $93,030+38.2% |
| Participation rate | 82.6% | 67.1%+15.4pp | 81.7%+0.9pp | 73.9%+8.7pp |
| Annual return | 14.11% | 21.04%-6.9pp | 122.05%-107.9pp | 158.70%-144.6pp |
| Employer contribution / active EE | $1,969 | $1,783+10.4% | $5,167-61.9% | $2,706-27.2% |
| Participant deferral / active EE | $5,760 | $3,035+89.8% | $5,568+3.5% | $4,562+26.3% |
| Admin fee / account holder | $99 | $318-69.0% | $16,237-99.4% | $152-35.0% |