Filed March 25, 2003
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 LLC5 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $56,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,870 | $132,049-32.7% | $200,582-55.7% | $74,304+19.6% |
| Participation rate | 78.1% | 84.1%-5.9pp | 86.9%-8.7pp | 60.3%+17.8pp |
| Annual return | 14.04% | 22.22%-8.2pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,972 | $4,558-34.8% | $6,419-53.7% | $2,241+32.6% |
| Participant deferral / active EE | $4,270 | $7,213-40.8% | $9,331-54.2% | $3,767+13.3% |
| Admin fee / account holder | $461 | $2,405-80.8% | $16,305-97.2% | $2,969-84.5% |