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 | $391,242 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,154 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 67 | Other insurance wrap fees | $0 |
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 | $49,397 | $43,466+13.6% | $90,951-45.7% | $90,288-45.3% |
| Participation rate | 92.6% | 62.5%+30.1pp | 69.0%+23.6pp | 73.4%+19.2pp |
| Annual return | 18.19% | 25.26%-7.1pp | 134.60%-116.4pp | 53.97%-35.8pp |
| Employer contribution / active EE | $741 | $840-11.8% | $2,122-65.1% | $2,524-70.7% |
| Participant deferral / active EE | $2,254 | $2,138+5.5% | $3,373-33.2% | $4,232-46.7% |
| Admin fee / account holder | $126 | $92+37.2% | $5,959-97.9% | $114+10.5% |