Filed December 29, 1999
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 | $44,636 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,463 |
HAM, LANGSTON & BREZINA, LLP1+ years Service code 10 · EIN 76-0448495 | Accounting | $16,074 |
GARY A NAGLER PLLC1+ years Filed as: GARY A. NAGLER & ASSOCIATES, PLLC Service code 29 · EIN 76-0622745 | Legal | $5,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,229 | $55,182+1.9% | $73,307-23.3% | $55,191+1.9% |
| Participation rate | 96.4% | 73.9%+22.4pp | 74.9%+21.5pp | 69.2%+27.2pp |
| Annual return | -2.95% | 8.55%-11.5pp | 5.67%-8.6pp | 10.78%-13.7pp |
| Employer contribution / active EE | $2,904 | $1,935+50.1% | $3,237-10.3% | $1,899+53.0% |
| Participant deferral / active EE | $4,185 | $4,641-9.8% | $4,991-16.2% | $3,046+37.4% |
| Admin fee / account holder | $65 | $68-4.5% | $5,637-98.8% | $91-28.0% |