Filed February 7, 2006
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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $269,978 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $235,066 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $228,977 | $115,444+98.3% | $65,493+249.6% | $102,872+122.6% |
| Participation rate | 58.6% | 71.2%-12.6pp | 73.1%-14.5pp | 73.0%-14.4pp |
| Annual return | 16.51% | 15.94%+0.6pp | 982.45%-965.9pp | 19.06%-2.5pp |
| Employer contribution / active EE | $3,609 | $3,409+5.8% | $2,574+40.2% | $3,526+2.3% |
| Participant deferral / active EE | $4,747 | $4,118+15.3% | $3,961+19.9% | $5,535-14.2% |
| Admin fee / account holder | $201 | $123+63.1% | $5,028-96.0% | $292-31.3% |