Filed October 12, 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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $113,075 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,514 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $18,779 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $16,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,844 | $122,186+120.8% | $146,958+83.6% | $199,593+35.2% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.2pp | 72.0%+26.3pp |
| Annual return | 12.43% | 30.56%-18.1pp | 418.34%-405.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $11,848 | $4,093+189.5% | $4,933+140.2% | $3,034+290.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $32 | $179-82.1% | $12,998-99.8% | $269-88.1% |