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 | $305,442 |
Filed as: CAPFINANCIAL 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 | $64,578 | $45,000+43.5% | $143,757-55.1% | $77,904-17.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.1pp |
| Annual return | -15.16% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $2,044 | $1,870+9.3% | $4,951-58.7% | $2,848-28.2% |
| Participant deferral / active EE | $5,645 | $3,157+78.8% | $5,637+0.1% | $4,806+17.5% |
| Admin fee / account holder | $71 | $98-27.4% | $14,673-99.5% | $133-46.1% |