Filed June 28, 2005
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,250 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN PC Service code 10 · EIN 22-2027092 | Accounting | $25,116 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,868 | $92,055+3.1% | $106,213-10.7% | $77,643+22.2% |
| Participation rate | 94.0% | 81.0%+13.0pp | 75.3%+18.7pp | 70.6%+23.4pp |
| Annual return | 13.98% | 17.91%-3.9pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,984 | $3,367-41.1% | $3,171-37.4% | $2,726-27.2% |
| Participant deferral / active EE | $5,388 | $5,3860% | $5,016+7.4% | $4,647+15.9% |
| Admin fee / account holder | $89 | $219-59.2% | $11,033-99.2% | $430-79.2% |