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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,560 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$289,070 |
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 | $70,849 | $52,346+35.3% | $143,757-50.7% | $78,044-9.2% |
| Participation rate | 96.8% | 72.7%+24.1pp | 80.3%+16.5pp | 74.4%+22.4pp |
| Annual return | -16.73% | -14.19%-2.5pp | -0.04%-16.7pp | 10.87%-27.6pp |
| Employer contribution / active EE | $2,036 | $2,131-4.5% | $4,951-58.9% | $3,125-34.9% |
| Participant deferral / active EE | $4,736 | $3,800+24.6% | $5,637-16.0% | $5,084-6.9% |
| Admin fee / account holder | -$30 | $63-146.5% | $14,673-100.2% | $79-137.4% |