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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $207,713 |
Filed as: BMS&S, LLC Service code 10 · EIN 46-1498870 | Accounting | $32,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$224,294 |
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 | $103,599 | $84,993+21.9% | $129,995-20.3% | $80,160+29.2% |
| Participation rate | 94.3% | 79.5%+14.8pp | 78.5%+15.9pp | 72.9%+21.4pp |
| Annual return | 21.33% | 23.76%-2.4pp | -137.18%+158.5pp | 40.38%-19.1pp |
| Employer contribution / active EE | $3,155 | $3,051+3.4% | $4,320-27.0% | $2,978+5.9% |
| Participant deferral / active EE | $5,726 | $4,984+14.9% | $5,820-1.6% | $5,017+14.1% |
| Admin fee / account holder | $4 | $391-98.9% | $10,614-100.0% | $145-97.1% |