Filed July 24, 2010
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,532 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,251 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,487 |
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 | $93,397 | $58,264+60.3% | $86,612+7.8% | $71,457+30.7% |
| Participation rate | 94.6% | 65.0%+29.6pp | 71.7%+22.9pp | 67.9%+26.7pp |
| Annual return | 18.78% | 21.63%-2.8pp | 591.07%-572.3pp | 28.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,897 | $3,436+246.2% | $4,438+168.1% | $4,289+177.4% |
| Admin fee / account holder | $250 | $1,057-76.4% | $5,614-95.5% | $1,587-84.3% |