Filed February 13, 2014 (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 28 · EIN 39-1706771 | Investment Management | $17,100 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $15,604 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,427 | $83,884+31.6% | $64,056+72.4% | $74,419+48.4% |
| Participation rate | 92.7% | 76.6%+16.0pp | 72.3%+20.4pp | 70.7%+21.9pp |
| Annual return | 14.28% | 16.57%-2.3pp | 33.69%-19.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,327 | $3,084+7.9% | $2,747+21.1% | $2,637+26.1% |
| Participant deferral / active EE | $5,304 | $3,692+43.7% | $3,880+36.7% | $4,528+17.1% |
| Admin fee / account holder | $63 | $196-67.8% | $3,068-97.9% | $348-81.9% |