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 15 · EIN 04-2647786 | Recordkeeping | $302,840 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,454 |
MAYER HOFFMAN MCCANN P.C.6+ years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,284 | $29,516-4.2% | $77,482-63.5% | $90,288-68.7% |
| Participation rate | 89.8% | 33.7%+56.1pp | 54.2%+35.6pp | 73.4%+16.4pp |
| Annual return | 17.43% | 231.18%-213.7pp | 54.79%-37.4pp | 53.97%-36.5pp |
| Employer contribution / active EE | $1,193 | $381+213.5% | $986+21.0% | $2,524-52.7% |
| Participant deferral / active EE | $2,315 | $944+145.2% | $1,861+24.4% | $4,232-45.3% |
| Admin fee / account holder | $66 | $106-37.8% | $2,858-97.7% | $114-42.3% |