Filed August 19, 2014 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $318,887 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,000 |
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 | $79,384 | $53,136+49.4% | $155,509-49.0% | $199,593-60.2% |
| Participation rate | 98.1% | 64.1%+34.0pp | 78.2%+19.9pp | 72.0%+26.1pp |
| Annual return | 13.76% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,410 | $1,851+30.2% | $4,672-48.4% | $3,034-20.6% |
| Participant deferral / active EE | $5,922 | $3,161+87.4% | $5,626+5.3% | $5,087+16.4% |
| Admin fee / account holder | $64 | $185-65.2% | $15,912-99.6% | $269-76.0% |