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 LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,808 |
HAM, LANGSTON & BREZINA, LLP8+ years Service code 10 · EIN 76-0448495 | Accounting | $17,595 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,822 | $64,612+6.5% | $86,436-20.4% | $64,808+6.2% |
| Participation rate | 96.3% | 81.5%+14.8pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -18.93% | 0.66%-19.6pp | 4394.89%-4413.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,344 | $2,744-14.6% | $3,769-37.8% | $2,506-6.4% |
| Participant deferral / active EE | $4,876 | $7,497-35.0% | $6,952-29.9% | $4,310+13.1% |
| Admin fee / account holder | $132 | $169-21.7% | $6,731-98.0% | $188-29.5% |