Filed September 13, 2015
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 |
|---|---|---|
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 P.O. BOX 272000 · HARTFORD, CT 061272000 | Accounting | $9,750 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $8,327 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $455 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,108 | $60,795+59.7% | $69,455+39.8% | $65,185+49.0% |
| Participation rate | 97.6% | 74.9%+22.8pp | 74.6%+23.0pp | 70.2%+27.4pp |
| Annual return | 18.78% | 17.46%+1.3pp | 28.97%-10.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $6,063 | $2,452+147.3% | $2,779+118.2% | $2,177+178.5% |
| Participant deferral / active EE | $5,107 | $3,162+61.5% | $3,535+44.4% | $3,514+45.3% |
| Admin fee / account holder | $59 | $314-81.1% | $3,839-98.5% | $847-93.0% |