Filed December 19, 1997
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $97,584 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,580 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,766 | $108,592-45.9% | $129,110-54.5% | $77,904-24.6% |
| Participation rate | 89.4% | 84.8%+4.7pp | 77.3%+12.2pp | 73.7%+15.8pp |
| Annual return | -18.62% | -13.72%-4.9pp | -10.94%-7.7pp | 12.21%-30.8pp |
| Employer contribution / active EE | $2,406 | $5,713-57.9% | $5,052-52.4% | $2,848-15.5% |
| Participant deferral / active EE | $6,833 | $7,051-3.1% | $6,542+4.4% | $4,806+42.2% |
| Admin fee / account holder | $27 | $91-70.0% | $14,302-99.8% | $133-79.3% |