Filed January 7, 2014 (most recent of 3 filings on file)
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 | $125,710 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,944 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,575 |
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 | $92,511 | $61,756+49.8% | $70,092+32.0% | $77,904+18.8% |
| Participation rate | 99.8% | 79.9%+19.9pp | 70.5%+29.3pp | 73.7%+26.1pp |
| Annual return | -16.72% | -11.86%-4.9pp | 190.73%-207.5pp | 12.21%-28.9pp |
| Employer contribution / active EE | $7,515 | $2,706+177.7% | $2,559+193.7% | $2,848+163.9% |
| Participant deferral / active EE | $6,770 | $3,977+70.2% | $3,849+75.9% | $4,806+40.9% |
| Admin fee / account holder | $176 | $101+73.5% | $6,267-97.2% | $133+32.6% |