Filed May 2, 2017 (most recent of 2 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 | $159,322 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $70,000 |
Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $11,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,759 | $110,699-23.4% | $177,821-52.3% | $90,288-6.1% |
| Participation rate | 75.3% | 88.3%-13.0pp | 87.7%-12.4pp | 73.4%+2.0pp |
| Annual return | 20.90% | 22.79%-1.9pp | 48.32%-27.4pp | 53.97%-33.1pp |
| Employer contribution / active EE | $4,590 | $4,118+11.4% | $5,918-22.5% | $2,524+81.8% |
| Participant deferral / active EE | $5,958 | $6,731-11.5% | $7,714-22.8% | $4,232+40.8% |
| Admin fee / account holder | $150 | $90+67.2% | $12,427-98.8% | $114+31.9% |