Filed January 27, 2012 (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 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $239,201 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $30,483 |
MSL, P.A.4 years Service code 10 · EIN 59-3070669 | Accounting | $12,523 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,216 | $59,339+4.8% | $149,673-58.4% | $103,482-39.9% |
| Participation rate | 39.8% | 70.2%-30.4pp | 78.8%-38.9pp | 73.3%-33.4pp |
| Annual return | 17.72% | 77.78%-60.1pp | 134.42%-116.7pp | 33.11%-15.4pp |
| Employer contribution / active EE | $2,377 | $2,178+9.2% | $4,818-50.7% | $3,208-25.9% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $102 | $103-0.7% | $13,210-99.2% | $114-10.4% |