Filed May 31, 2008
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 37 · EIN 04-2647786 | Loan Processing | $80,707 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,936 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $12,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,233 | $37,213-21.4% | $156,549-81.3% | $63,975-54.3% |
| Participation rate | 39.4% | 65.0%-25.6pp | 84.0%-44.6pp | 71.1%-31.8pp |
| Annual return | 6.52% | 47.89%-41.4pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $255 | $1,357-81.2% | $5,501-95.4% | $2,182-88.3% |
| Participant deferral / active EE | $1,211 | $2,070-41.5% | $4,871-75.1% | $3,356-63.9% |
| Admin fee / account holder | $151 | $56+168.7% | $13,027-98.8% | $70+114.9% |