Filed October 10, 2006 (most recent of 2 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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,501 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,078 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$58,554 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $182,404 | $145,877+25.0% | $150,045+21.6% | $102,872+77.3% |
| Participation rate | 94.5% | 79.8%+14.7pp | 82.3%+12.2pp | 73.0%+21.5pp |
| Annual return | 15.89% | 21.37%-5.5pp | 62.55%-46.7pp | 19.06%-3.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $11,874 | $9,491+25.1% | $7,997+48.5% | $5,535+114.5% |
| Admin fee / account holder | $15 | $176-91.7% | $13,435-99.9% | $292-95.0% |