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 | $397,711 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,861 |
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 | $42,375 | $40,113+5.6% | $84,015-49.6% | $77,787-45.5% |
| Participation rate | 92.2% | 62.8%+29.4pp | 69.0%+23.1pp | 73.2%+18.9pp |
| Annual return | 25.17% | 23.27%+1.9pp | 71.31%-46.1pp | 32.57%-7.4pp |
| Employer contribution / active EE | $727 | $847-14.2% | $1,983-63.4% | $2,504-71.0% |
| Participant deferral / active EE | $2,312 | $2,030+13.9% | $3,239-28.6% | $3,967-41.7% |
| Admin fee / account holder | $129 | $92+40.5% | $6,101-97.9% | $100+28.6% |