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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $229,510 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $78,092 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,920 | $59,339+39.7% | $149,673-44.6% | $103,482-19.9% |
| Participation rate | 96.6% | 70.2%+26.4pp | 78.8%+17.9pp | 73.3%+23.4pp |
| Annual return | 18.72% | 77.78%-59.1pp | 134.42%-115.7pp | 33.11%-14.4pp |
| Employer contribution / active EE | $2,148 | $2,178-1.4% | $4,818-55.4% | $3,208-33.0% |
| Participant deferral / active EE | $4,998 | $3,716+34.5% | $5,680-12.0% | $5,207-4.0% |
| Admin fee / account holder | $54 | $103-48.0% | $13,210-99.6% | $114-53.1% |