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 | $311,208 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,000 |
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 | $66,309 | $47,456+39.7% | $172,739-61.6% | $77,787-14.8% |
| Participation rate | 99.2% | 66.3%+33.0pp | 82.6%+16.6pp | 73.2%+26.0pp |
| Annual return | 20.66% | 35.57%-14.9pp | 802.84%-782.2pp | 32.57%-11.9pp |
| Employer contribution / active EE | $2,847 | $1,574+80.9% | $5,143-44.6% | $2,504+13.7% |
| Participant deferral / active EE | $4,970 | $2,560+94.2% | $5,198-4.4% | $3,967+25.3% |
| Admin fee / account holder | $84 | $81+4.3% | $13,954-99.4% | $100-15.7% |