Filed April 3, 2011
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 9-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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Investment Management | $12,823 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,413 |
BKD, LLP2 years Filed as: BKD,LLP Service code 10 · EIN 44-0160260 655 3RD AVE FL 12TH · NEW YORK, NY 10017 | Accounting | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,908 | $84,948+117.7% | $70,449+162.5% | $73,409+151.9% |
| Participation rate | 99.1% | 79.9%+19.1pp | 75.1%+24.0pp | 72.2%+26.9pp |
| Annual return | 5.76% | 13.39%-7.6pp | 109.03%-103.3pp | 59.29%-53.5pp |
| Employer contribution / active EE | $5,705 | $2,834+101.3% | $2,737+108.5% | $2,234+155.4% |
| Participant deferral / active EE | $6,681 | $3,387+97.3% | $3,709+80.2% | $3,805+75.6% |
| Admin fee / account holder | $66 | $98-32.9% | $3,845-98.3% | $158-58.3% |