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 | $101,827 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, INC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,288 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,405 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,460 | $69,823+58.2% | $77,163+43.2% | $74,419+48.4% |
| Participation rate | 99.8% | 70.0%+29.8pp | 69.6%+30.2pp | 70.7%+29.1pp |
| Annual return | 19.45% | 19.98%-0.5pp | 37.87%-18.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $8,774 | $2,150+308.1% | $2,535+246.2% | $2,637+232.7% |
| Participant deferral / active EE | $8,252 | $3,558+132.0% | $3,833+115.3% | $4,528+82.2% |
| Admin fee / account holder | $194 | $398-51.3% | $5,472-96.5% | $348-44.3% |