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: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $246,446 |
Filed as: BMSS, LLC Service code 10 · EIN 46-1498870 | Accounting | $26,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$259,534 |
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 | $91,297 | $84,000+8.7% | $119,609-23.7% | $77,904+17.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 79.3%+14.0pp | 73.7%+19.6pp |
| Annual return | -16.73% | -11.59%-5.1pp | -14.97%-1.8pp | 12.21%-28.9pp |
| Employer contribution / active EE | $2,943 | $2,907+1.2% | $4,232-30.5% | $2,848+3.4% |
| Participant deferral / active EE | $5,356 | $4,705+13.8% | $5,602-4.4% | $4,806+11.5% |
| Admin fee / account holder | $4 | $116-96.6% | $10,323-100.0% | $133-97.1% |