Filed October 8, 2013
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $152,890 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $130,164 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 | Accounting | $20,500 |
LAIKEN ASSOCIATES, INC.8 years Service code 28 · EIN 13-1980835 | Investment Management | $10,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $310,649 | $113,293+174.2% | $67,502+360.2% | $199,593+55.6% |
| Participation rate | 59.7% | 73.3%-13.7pp | 72.9%-13.2pp | 72.0%-12.3pp |
| Annual return | 11.15% | 15.88%-4.7pp | 3512.12%-3501.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $2,305 | $3,401-32.2% | $2,731-15.6% | $3,034-24.0% |
| Participant deferral / active EE | $3,469 | $4,159-16.6% | $4,000-13.3% | $5,087-31.8% |
| Admin fee / account holder | $137 | $103+33.7% | $3,998-96.6% | $269-49.0% |