Filed April 11, 2012
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 | $64,879 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,907 | $104,317+15.9% | $159,436-24.2% | $86,799+39.3% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.8%+14.1pp | 72.3%+24.7pp |
| Annual return | 22.95% | 26.32%-3.4pp | 263.57%-240.6pp | 97.91%-75.0pp |
| Employer contribution / active EE | $9,038 | $3,451+161.9% | $4,829+87.1% | $2,405+275.7% |
| Participant deferral / active EE | $15,146 | $6,837+121.5% | $7,352+106.0% | $4,131+266.7% |
| Admin fee / account holder | $207 | $172+20.4% | $10,799-98.1% | $170+22.3% |