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 LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,163 |
HAM, LANGSTON & BREZINA, LLP4+ years Service code 10 · EIN 76-0448495 | Accounting | $25,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,439 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,684 | $71,106-17.5% | $83,333-29.6% | $75,289-22.1% |
| Participation rate | 94.3% | 82.0%+12.3pp | 77.8%+16.6pp | 72.4%+21.9pp |
| Annual return | -6.87% | -0.56%-6.3pp | 10.63%-17.5pp | -0.04%-6.8pp |
| Employer contribution / active EE | $1,925 | $2,436-20.9% | $3,379-43.0% | $2,405-19.9% |
| Participant deferral / active EE | $4,061 | $6,249-35.0% | $5,565-27.0% | $3,739+8.6% |
| Admin fee / account holder | $97 | $72+33.4% | $7,510-98.7% | $102-5.7% |