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 | $102,679 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,452 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $12,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,696 | $44,989-25.1% | $170,442-80.2% | $77,958-56.8% |
| Participation rate | 19.8% | 64.6%-44.8pp | 83.6%-63.8pp | 71.6%-51.9pp |
| Annual return | 19.13% | 19.61%-0.5pp | 205.93%-186.8pp | 20.87%-1.7pp |
| Employer contribution / active EE | $130 | $1,466-91.2% | $5,433-97.6% | $2,310-94.4% |
| Participant deferral / active EE | $643 | $2,208-70.9% | $4,939-87.0% | $3,537-81.8% |
| Admin fee / account holder | $147 | $69+112.6% | $13,880-98.9% | $97+50.6% |