Filed August 9, 2016 (most recent of 2 filings on file)
Total covered: 3 employees
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 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $12,500 |
EARNEY & CO1 year Filed as: EARNEY AND COMPANY, L.L.P. Service code 10 · EIN 56-1719839 | Accounting | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,444 | $69,159-58.9% | $125,175-77.3% | $67,579-57.9% |
| Participation rate | 97.9% | 78.2%+19.7pp | 79.8%+18.1pp | 71.3%+26.6pp |
| Annual return | 23.22% | 27.12%-3.9pp | 43.79%-20.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $842 | $2,023-58.4% | $3,865-78.2% | $2,148-60.8% |
| Participant deferral / active EE | $2,311 | $3,700-37.5% | $4,937-53.2% | $3,539-34.7% |
| Admin fee / account holder | $84 | $142-40.9% | $9,702-99.1% | $142-41.1% |