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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $54,023 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,594 |
HAM, LANGSTON & BREZINA, LLP3+ years Service code 10 · EIN 76-0448495 | Accounting | $8,000 |
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 | $65,072 | $65,592-0.8% | $90,160-27.8% | $69,631-6.5% |
| Participation rate | 95.7% | 77.6%+18.1pp | 76.9%+18.9pp | 70.7%+25.1pp |
| Annual return | 18.88% | 57.10%-38.2pp | 34.88%-16.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,612 | $2,193-26.5% | $3,318-51.4% | $2,032-20.7% |
| Participant deferral / active EE | $4,041 | $5,257-23.1% | $5,288-23.6% | $3,224+25.4% |
| Admin fee / account holder | $55 | $86-36.0% | $5,943-99.1% | $110-50.4% |