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 | $138,710 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
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 | $149,997 | $174,559-14.1% | $105,387+42.3% | $67,579+122.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.88% | 23.63%-0.7pp | 26.82%-3.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $5,999 | $4,874+23.1% | $4,213+42.4% | $2,148+179.3% |
| Participant deferral / active EE | $6,569 | $7,563-13.1% | $5,502+19.4% | $3,539+85.6% |
| Admin fee / account holder | $122 | $270-55.0% | $6,559-98.1% | $142-14.5% |