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 LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $12,187 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,437 | $60,989+66.3% | $60,874+66.6% | $66,914+51.6% |
| Participation rate | 85.0% | 74.5%+10.5pp | 73.1%+11.9pp | 69.8%+15.2pp |
| Annual return | -14.20% | -9.60%-4.6pp | 16.90%-31.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $5,636 | $2,661+111.8% | $2,701+108.6% | $2,544+121.5% |
| Participant deferral / active EE | $6,111 | $3,615+69.1% | $3,817+60.1% | $4,237+44.2% |
| Admin fee / account holder | $36 | $338-89.4% | $3,224-98.9% | $593-94.0% |