Filed August 4, 2015 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $959,536 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,198 | $73,283-32.9% | $155,509-68.4% | $106,382-53.8% |
| Participation rate | 93.6% | 73.3%+20.3pp | 78.2%+15.4pp | 69.9%+23.7pp |
| Annual return | 13.98% | 15.77%-1.8pp | 64.67%-50.7pp | 17.37%-3.4pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,588 | $4,580+22.0% | $5,626-0.7% | $5,569+0.3% |
| Admin fee / account holder | $63 | $56+12.8% | $15,912-99.6% | $79-20.2% |