Filed July 18, 2017
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,967 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,208 |
BERRY DUNN7 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,500 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 37 · EIN 13-1614399 | Loan Processing | $765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,249 | $91,762+58.3% | $67,502+115.2% | $77,643+87.1% |
| Participation rate | 88.4% | 75.9%+12.5pp | 72.9%+15.6pp | 70.6%+17.9pp |
| Annual return | 11.85% | 14.87%-3.0pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $4,857 | $3,181+52.7% | $2,731+77.9% | $2,726+78.2% |
| Participant deferral / active EE | $5,037 | $3,903+29.0% | $4,000+25.9% | $4,647+8.4% |
| Admin fee / account holder | $128 | $176-27.3% | $3,998-96.8% | $430-70.3% |