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 | $60,011 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,675 |
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 | $136,872 | $91,407+49.7% | $135,903+0.7% | $71,457+91.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.50% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $11,572 | $3,703+212.5% | $4,856+138.3% | $2,588+347.2% |
| Participant deferral / active EE | $19,915 | $7,092+180.8% | $7,758+156.7% | $4,289+364.3% |
| Admin fee / account holder | $228 | $1,266-82.0% | $10,762-97.9% | $1,587-85.6% |