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 LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $10,555 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Accounting | $10,250 |
Service code 16 · EIN 26-1233837 19825B NORTHCOVE RD # 105 · CORNELIUS, NC 280316445 | Consulting | $6,432 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,606 | $74,706+65.5% | $75,696+63.3% | $79,386+55.7% |
| Participation rate | 97.2% | 75.3%+21.8pp | 74.8%+22.3pp | 70.7%+26.5pp |
| Annual return | 13.89% | 18.52%-4.6pp | 104.53%-90.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $6,064 | $2,590+134.1% | $2,743+121.1% | $2,427+149.8% |
| Participant deferral / active EE | $6,034 | $3,533+70.8% | $3,821+57.9% | $4,046+49.1% |
| Admin fee / account holder | $124 | $374-67.0% | $3,619-96.6% | $626-80.3% |