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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Investment Management | $54,084 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50,807 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 16 · EIN 44-0160260 1155 AVE AMERICAS STE 1200 · NEW YORK, NY 100362703 | Consulting | $42,346 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $19,180 |
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 | $236,246 | $91,762+157.5% | $67,502+250.0% | $77,643+204.3% |
| Participation rate | 99.5% | 75.9%+23.6pp | 72.9%+26.6pp | 70.6%+28.9pp |
| Annual return | 12.29% | 14.87%-2.6pp | 3512.12%-3499.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $6,399 | $3,181+101.2% | $2,731+134.3% | $2,726+134.7% |
| Participant deferral / active EE | $8,186 | $3,903+109.7% | $4,000+104.7% | $4,647+76.2% |
| Admin fee / account holder | $282 | $176+59.9% | $3,998-93.0% | $430-34.6% |