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 | $103,578 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $80,001 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,902 |
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 | $48,363 | $67,512-28.4% | $185,823-74.0% | $93,030-48.0% |
| Participation rate | 93.9% | 67.1%+26.8pp | 81.7%+12.2pp | 73.9%+20.0pp |
| Annual return | 15.17% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,168 | $3,035-28.6% | $5,568-61.1% | $4,562-52.5% |
| Admin fee / account holder | $71 | $318-77.6% | $16,237-99.6% | $152-53.1% |