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 | $173,632 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,515 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $21,000 |
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 | $31,642 | $26,906+17.6% | $61,373-48.4% | $77,904-59.4% |
| Participation rate | 71.7% | 33.4%+38.3pp | 52.6%+19.1pp | 73.7%-2.0pp |
| Annual return | -15.81% | -14.46%-1.3pp | 338.61%-354.4pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,226 | $521+135.3% | $1,159+5.7% | $2,848-57.0% |
| Participant deferral / active EE | $2,542 | $1,180+115.4% | $2,125+19.6% | $4,806-47.1% |
| Admin fee / account holder | $55 | $117-53.0% | $2,130-97.4% | $133-58.5% |