Filed October 22, 2004
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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,500 |
ANALYTIC SERVICE INC.2 years Service code 49 · EIN 54-0695125 | Other Services | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,680 | $100,801-13.0% | $149,696-41.4% | $73,409+19.4% |
| Participation rate | 98.8% | 77.7%+21.1pp | 82.5%+16.3pp | 72.2%+26.6pp |
| Annual return | 13.80% | 265.34%-251.5pp | 276.60%-262.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $8,121 | $3,312+145.2% | $4,644+74.9% | $2,234+263.6% |
| Participant deferral / active EE | $8,729 | $6,404+36.3% | $6,842+27.6% | $3,805+129.4% |
| Admin fee / account holder | $36 | $181-80.3% | $9,309-99.6% | $158-77.5% |