Filed June 1, 1995 (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 |
|---|---|---|
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $24,763 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $7,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$203,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,867 | $50,127+55.3% | $149,673-48.0% | $80,160-2.9% |
| Participation rate | 76.9% | 64.3%+12.6pp | 78.8%-1.9pp | 72.9%+4.0pp |
| Annual return | 18.32% | 29.82%-11.5pp | 134.42%-116.1pp | 40.38%-22.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,657 | $3,194+77.1% | $5,680-0.4% | $5,017+12.7% |
| Admin fee / account holder | $22 | $153-85.7% | $13,210-99.8% | $145-85.0% |