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 | $866,047 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $96,382 |
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 | $43,710 | $68,330-36.0% | $149,673-70.8% | $96,393-54.7% |
| Participation rate | 93.2% | 74.6%+18.6pp | 78.8%+14.4pp | 71.3%+21.9pp |
| Annual return | 18.73% | 29.64%-10.9pp | 134.42%-115.7pp | 22.88%-4.1pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $4,934 | $4,422+11.6% | $5,680-13.1% | $5,455-9.6% |
| Admin fee / account holder | $58 | $52+12.0% | $13,210-99.6% | $74-21.2% |