Filed October 7, 1992
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 | $318,342 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $110,000 |
EIDE BAILLY LLP11+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $30,188 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,559 | $117,739-10.3% | $116,228-9.2% | $117,739-10.3% |
| Participation rate | 90.0% | 76.6%+13.3pp | 74.6%+15.4pp | 76.6%+13.3pp |
| Annual return | 14.13% | 17.29%-3.2pp | 90.06%-75.9pp | 17.29%-3.2pp |
| Employer contribution / active EE | $1,515 | $3,746-59.6% | $2,994-49.4% | $3,746-59.6% |
| Participant deferral / active EE | $6,020 | $6,128-1.8% | $4,953+21.5% | $6,128-1.8% |
| Admin fee / account holder | $53 | $112-52.8% | $11,989-99.6% | $112-52.8% |