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 LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,804 |
HAM, LANGSTON & BREZINA, LLP6+ years Service code 10 · EIN 76-0448495 | Accounting | $17,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,042 | $78,781+1.6% | $100,516-20.4% | $73,409+9.0% |
| Participation rate | 98.2% | 80.0%+18.2pp | 79.4%+18.8pp | 72.2%+26.0pp |
| Annual return | 15.82% | 31.69%-15.9pp | 30.89%-15.1pp | 59.29%-43.5pp |
| Employer contribution / active EE | $748 | $2,420-69.1% | $3,418-78.1% | $2,234-66.5% |
| Participant deferral / active EE | $3,889 | $6,537-40.5% | $6,270-38.0% | $3,805+2.2% |
| Admin fee / account holder | $145 | $145-0.4% | $8,081-98.2% | $158-8.3% |