Filed October 18, 2004 (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 |
|---|---|---|
Filed as: CAPFINANCIALPARTNERSLLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $274,861 |
Filed as: BMS&S, LLC Service code 10 · EIN 46-1498870 | Accounting | $29,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$252,128 |
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 | $116,889 | $2,679,533-95.6% | $164,866-29.1% | $199,768-41.5% |
| Participation rate | 93.2% | 78.3%+14.8pp | 78.6%+14.5pp | 72.0%+21.1pp |
| Annual return | 17.16% | 17.93%-0.8pp | 69.97%-52.8pp | 34.26%-17.1pp |
| Employer contribution / active EE | $3,305 | $2,970+11.3% | $4,343-23.9% | $3,037+8.8% |
| Participant deferral / active EE | $5,951 | $5,010+18.8% | $6,033-1.4% | $5,090+16.9% |
| Admin fee / account holder | $14 | $1,982-99.3% | $12,689-99.9% | $269-94.7% |