Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $91,003 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $35,000 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $7,984 |
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 | $130,307 | $138,427-5.9% | $97,995+33.0% | $69,631+87.1% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 18.68% | 26.21%-7.5pp | 23.94%-5.3pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $5,549 | $4,858+14.2% | $4,158+33.5% | $2,032+173.1% |
| Participant deferral / active EE | $5,409 | $7,165-24.5% | $5,097+6.1% | $3,224+67.8% |
| Admin fee / account holder | $117 | $101+16.2% | $5,943-98.0% | $110+6.1% |