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 | $195,623 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,500 |
Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $6,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $96,694 | $112,686-14.2% | $169,993-43.1% | $80,160+20.6% |
| Participation rate | 74.4% | 87.4%-13.0pp | 87.0%-12.6pp | 72.9%+1.4pp |
| Annual return | 21.13% | 67.04%-45.9pp | 53.37%-32.2pp | 40.38%-19.3pp |
| Employer contribution / active EE | $5,153 | $4,481+15.0% | $6,785-24.0% | $2,978+73.1% |
| Participant deferral / active EE | $6,668 | $7,876-15.3% | $10,408-35.9% | $5,017+32.9% |
| Admin fee / account holder | $118 | $99+18.8% | $12,815-99.1% | $145-18.8% |