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 LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,698 |
HAM, LANGSTON & BREZINA, LLP5+ years Service code 10 · EIN 76-0448495 | Accounting | $17,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,159 |
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 | $74,234 | $69,231+7.2% | $91,989-19.3% | $67,579+9.8% |
| Participation rate | 95.8% | 78.9%+16.9pp | 78.6%+17.2pp | 71.3%+24.6pp |
| Annual return | 23.76% | 32.03%-8.3pp | 69.02%-45.3pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,488 | $2,284+8.9% | $3,452-27.9% | $2,148+15.8% |
| Participant deferral / active EE | $4,563 | $5,854-22.0% | $5,923-23.0% | $3,539+28.9% |
| Admin fee / account holder | $63 | $107-41.2% | $7,743-99.2% | $142-55.6% |