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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Investment Management | $8,837 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,958 |
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 | $215,641 | $83,884+157.1% | $64,056+236.6% | $74,419+189.8% |
| Participation rate | 99.8% | 76.6%+23.1pp | 72.3%+27.5pp | 70.7%+29.0pp |
| Annual return | 5.43% | 16.57%-11.1pp | 33.69%-28.3pp | 34.38%-29.0pp |
| Employer contribution / active EE | $2,010 | $3,084-34.8% | $2,747-26.8% | $2,637-23.8% |
| Participant deferral / active EE | $2,488 | $3,692-32.6% | $3,880-35.9% | $4,528-45.1% |
| Admin fee / account holder | $35 | $196-82.1% | $3,068-98.9% | $348-89.9% |