Filed April 25, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $353,817 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 10 · EIN 26-0058143 | Accounting | $58,205 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: MHM P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,639 | $27,522-28.6% | $71,086-72.4% | $68,904-71.5% |
| Participation rate | 78.7% | 34.5%+44.1pp | 54.7%+24.0pp | 74.1%+4.6pp |
| Annual return | -5.60% | -0.07%-5.5pp | 650.59%-656.2pp | 1.07%-6.7pp |
| Employer contribution / active EE | $895 | $325+175.8% | $1,088-17.7% | $2,540-64.7% |
| Participant deferral / active EE | $1,741 | $835+108.6% | $1,874-7.1% | $4,015-56.6% |
| Admin fee / account holder | $63 | $67-7.1% | $3,082-98.0% | $71-12.1% |