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 49 · EIN 04-1590850 | Other Services | $425,188 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,724 |
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 | $34,544 | $33,780+2.3% | $74,550-53.7% | $75,289-54.1% |
| Participation rate | 92.6% | 62.7%+29.9pp | 69.1%+23.5pp | 72.4%+20.2pp |
| Annual return | -6.42% | -1.24%-5.2pp | 32.53%-39.0pp | -0.04%-6.4pp |
| Employer contribution / active EE | $693 | $845-18.0% | $1,961-64.7% | $2,405-71.2% |
| Participant deferral / active EE | $2,166 | $1,890+14.6% | $3,108-30.3% | $3,739-42.1% |
| Admin fee / account holder | $139 | $86+61.2% | $5,060-97.3% | $102+36.0% |