Filed December 31, 1996
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 LLC2+ years Service code 16 · EIN 26-0058143 | Consulting | $36,826 |
Service code 16 · EIN 31-1582098 | Consulting | $20,663 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLC. Service code 16 · EIN 91-0189318 | Consulting | $20,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,148 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,811 | $48,064+157.6% | $78,778+57.2% | $69,631+77.8% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.2%+22.9pp | 70.7%+21.4pp |
| Annual return | 19.31% | 21.81%-2.5pp | 35.62%-16.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $6,208 | $744+735.0% | $1,986+212.7% | $2,032+205.5% |
| Participant deferral / active EE | $4,093 | $2,079+96.8% | $2,958+38.3% | $3,224+27.0% |
| Admin fee / account holder | $194 | $152+27.7% | $5,134-96.2% | $110+75.8% |