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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,696 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $83,324 |
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 | $150,530 | $78,852+90.9% | $76,768+96.1% | $75,289+99.9% |
| Participation rate | 98.4% | 85.0%+13.4pp | 77.0%+21.4pp | 72.4%+26.0pp |
| Annual return | -3.88% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $6,742 | $2,794+141.3% | $2,485+171.3% | $2,405+180.3% |
| Participant deferral / active EE | $9,362 | $4,800+95.1% | $3,852+143.1% | $3,739+150.4% |
| Admin fee / account holder | $41 | $79-48.4% | $6,675-99.4% | $102-60.2% |