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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,240 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $9,795 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,663 | $65,557+13.9% | $64,056+16.6% | $71,457+4.5% |
| Participation rate | 98.8% | 73.2%+25.6pp | 72.3%+26.5pp | 67.9%+30.9pp |
| Annual return | 15.11% | 18.94%-3.8pp | 33.69%-18.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,561 | $2,669+33.4% | $2,747+29.6% | $2,588+37.6% |
| Participant deferral / active EE | $4,555 | $3,626+25.6% | $3,880+17.4% | $4,289+6.2% |
| Admin fee / account holder | $92 | $616-85.0% | $3,068-97.0% | $1,587-94.2% |