Filed December 10, 2005
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,333 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,429 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,703 | $122,239+51.9% | $184,203+0.8% | $74,495+149.3% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 13.69% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $7,215 | $4,537+59.0% | $6,427+12.3% | $2,623+175.1% |
| Participant deferral / active EE | $9,415 | $7,139+31.9% | $9,131+3.1% | $4,346+116.6% |
| Admin fee / account holder | $393 | $1,260-68.8% | $13,901-97.2% | $1,942-79.7% |