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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $12,146 |
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 P.O. BOX 272000 · HARTFORD, CT 061272000 | Accounting | $10,000 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
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 | $113,968 | $65,322+74.5% | $70,449+61.8% | $73,488+55.1% |
| Participation rate | 97.6% | 77.0%+20.6pp | 75.1%+22.5pp | 70.7%+26.9pp |
| Annual return | 16.47% | 15.71%+0.8pp | 109.03%-92.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $6,151 | $2,460+150.1% | $2,737+124.8% | $2,270+171.0% |
| Participant deferral / active EE | $5,556 | $3,375+64.6% | $3,709+49.8% | $3,740+48.6% |
| Admin fee / account holder | $57 | $214-73.4% | $3,845-98.5% | $513-88.9% |