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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Investment Management | $21,689 |
BKD, LLP4 years Filed as: BKD,LLP Service code 10 · EIN 44-0160260 1155 AVENUE AMERICAS · NEW YORK, NY 100362703 | Accounting | $14,560 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,441 |
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 | $201,674 | $79,124+154.9% | $60,874+231.3% | $64,808+211.2% |
| Participation rate | 98.6% | 77.7%+20.9pp | 73.1%+25.5pp | 71.5%+27.1pp |
| Annual return | -9.81% | -7.13%-2.7pp | 16.90%-26.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $5,901 | $3,050+93.5% | $2,701+118.4% | $2,506+135.5% |
| Participant deferral / active EE | $7,296 | $3,725+95.9% | $3,817+91.2% | $4,310+69.3% |
| Admin fee / account holder | $83 | $106-21.3% | $3,224-97.4% | $188-55.7% |