Filed April 30, 2007
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $23,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,360 | $60,989+10.4% | $60,874+10.7% | $66,914+0.7% |
| Participation rate | 98.1% | 74.5%+23.6pp | 73.1%+25.0pp | 69.8%+28.3pp |
| Annual return | -12.06% | -9.60%-2.5pp | 16.90%-29.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,478 | $2,661+30.7% | $2,701+28.7% | $2,544+36.7% |
| Participant deferral / active EE | $4,742 | $3,615+31.2% | $3,817+24.2% | $4,237+11.9% |
| Admin fee / account holder | $114 | $338-66.3% | $3,224-96.5% | $593-80.8% |