Filed March 21, 2006
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $456,373 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $150,166 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $84,263 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $65,440 |
Service code 16 · EIN 36-4389114 | Consulting | $30,424 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,304 | $67,679+92.5% | $155,509-16.2% | $99,062+31.5% |
| Participation rate | 58.1% | 67.2%-9.1pp | 78.2%-20.1pp | 71.6%-13.5pp |
| Annual return | 10.98% | 16.16%-5.2pp | 64.67%-53.7pp | 17.66%-6.7pp |
| Employer contribution / active EE | $2,378 | $2,268+4.8% | $4,672-49.1% | $3,262-27.1% |
| Participant deferral / active EE | $4,929 | $3,828+28.7% | $5,626-12.4% | $5,331-7.6% |
| Admin fee / account holder | $101 | $94+7.3% | $15,912-99.4% | $109-7.8% |