Filed April 30, 1993
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 37 · EIN 04-2647786 | Loan Processing | $284,552 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $61,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $74,508 | $130,141-42.7% | $86,677-14.0% | $77,904-4.4% |
| Participation rate | 96.9% | 85.9%+10.9pp | 76.6%+20.3pp | 73.7%+23.2pp |
| Annual return | -18.44% | -12.75%-5.7pp | 35.91%-54.3pp | 12.21%-30.6pp |
| Employer contribution / active EE | $4,051 | $3,220+25.8% | $2,836+42.8% | $2,848+42.2% |
| Participant deferral / active EE | $5,177 | $5,757-10.1% | $4,656+11.2% | $4,806+7.7% |
| Admin fee / account holder | $104 | $132-21.4% | $7,493-98.6% | $133-21.9% |