Filed June 16, 2006 (most recent of 2 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 27 · EIN 26-0058143 | Advisory (Plan) | $75,059 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$311,515 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,933 | $69,238+27.0% | $185,823-52.7% | $101,517-13.4% |
| Participation rate | 96.3% | 73.5%+22.8pp | 81.7%+14.6pp | 74.6%+21.8pp |
| Annual return | 14.15% | 21.26%-7.1pp | 122.05%-107.9pp | 21.00%-6.9pp |
| Employer contribution / active EE | $1,878 | $2,104-10.7% | $5,167-63.6% | $2,973-36.8% |
| Participant deferral / active EE | $4,495 | $3,764+19.4% | $5,568-19.3% | $4,873-7.8% |
| Admin fee / account holder | -$37 | $66-155.6% | $16,237-100.2% | $139-126.5% |