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 | $378,238 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,951 |
EPIC RETIREMENT PLAN SERVICES4+ 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 | $24,133 | $27,322-11.7% | $74,701-67.7% | $82,204-70.6% |
| Participation rate | 84.1% | 31.7%+52.4pp | 54.5%+29.6pp | 73.4%+10.7pp |
| Annual return | 20.41% | 28.26%-7.8pp | 752.92%-732.5pp | 26.31%-5.9pp |
| Employer contribution / active EE | $1,053 | $324+225.0% | $1,084-2.8% | $2,707-61.1% |
| Participant deferral / active EE | $2,040 | $909+124.4% | $1,964+3.9% | $4,246-52.0% |
| Admin fee / account holder | $81 | $86-6.1% | $3,333-97.6% | $76+7.0% |