Filed January 17, 2006
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 52 · EIN 04-1590850 | Indirect Investment Fees | $227,735 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS.CO. Service code 67 | Other insurance wrap fees | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,154 | $31,810-8.4% | $64,105-54.5% | $59,188-50.7% |
| Participation rate | 94.7% | 57.7%+37.0pp | 68.2%+26.5pp | 69.4%+25.3pp |
| Annual return | -7.74% | 9.41%-17.2pp | 791.24%-799.0pp | 5.51%-13.3pp |
| Employer contribution / active EE | $692 | $659+5.0% | $1,820-62.0% | $2,098-67.0% |
| Participant deferral / active EE | $1,930 | $1,582+21.9% | $2,822-31.6% | $3,265-40.9% |
| Admin fee / account holder | $75 | $57+31.6% | $4,499-98.3% | $92-18.8% |