Filed February 10, 2011 (most recent of 3 filings on file)
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 LLC1+ years Filed as: CAPFINANCIAL SECURITIES Service code 22 · EIN 95-2834236 2007 SEA PALMS WEST DR · ST. SIMONS ISLAND, GA 31522 | Insurance Broker | $5,956 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 805 SOUTH WHEATLEY · RIDGELAND, MS 39157 | Recordkeeping | $2,626 |
DCS RETIREMENT GROUP, INC.1+ years Filed as: DCS RETIREMENT GROUP Service code 49 · EIN 26-4614358 805 LAMBERT DR. NE · ATLANTA, GA 30324 | Other Services | $2,240 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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 | $26,271 | $75,828-65.4% | $147,614-82.2% | $59,632-55.9% |
| Participation rate | 44.2% | 71.6%-27.4pp | 84.6%-40.4pp | 68.7%-24.5pp |
| Annual return | 19.93% | 0.37%+19.6pp | 61.98%-42.1pp | 2041.28%-2021.4pp |
| Employer contribution / active EE | $703 | $3,485-79.8% | $5,564-87.4% | $2,203-68.1% |
| Participant deferral / active EE | $2,015 | $3,130-35.6% | $4,895-58.8% | $3,192-36.9% |
| Admin fee / account holder | $24 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |