Filed December 28, 2006 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,290 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,379 | $88,730+85.3% | $82,313+99.7% | $77,958+110.9% |
| Participation rate | 98.8% | 84.5%+14.2pp | 76.9%+21.9pp | 71.6%+27.1pp |
| Annual return | 15.37% | 20.88%-5.5pp | 25.88%-10.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $6,708 | $2,758+143.2% | $2,428+176.2% | $2,310+190.3% |
| Participant deferral / active EE | $9,222 | $4,634+99.0% | $3,706+148.8% | $3,537+160.8% |
| Admin fee / account holder | $19 | $74-73.7% | $5,608-99.7% | $97-80.0% |