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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,936 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,965 |
HAM, LANGSTON & BREZINA, LLP9+ years Service code 10 · EIN 76-0448495 | Accounting | $18,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,259 | $89,282-7.9% | $94,646-13.1% | $74,419+10.5% |
| Participation rate | 95.3% | 82.4%+12.8pp | 80.8%+14.4pp | 70.7%+24.5pp |
| Annual return | 20.39% | 25.96%-5.6pp | 156.71%-136.3pp | 34.38%-14.0pp |
| Employer contribution / active EE | $3,083 | $3,022+2.0% | $3,672-16.0% | $2,637+16.9% |
| Participant deferral / active EE | $4,907 | $8,425-41.7% | $7,418-33.8% | $4,528+8.4% |
| Admin fee / account holder | $126 | $219-42.3% | $7,231-98.3% | $348-63.7% |