Filed September 13, 2007 (most recent of 4 filings on file)
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $188,018 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $63,468 |
WISS & COMPANY, LLP3 years Service code 10 · EIN 22-1732349 | Accounting | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $209,722 | $113,293+85.1% | $67,502+210.7% | $199,593+5.1% |
| Participation rate | 44.9% | 73.3%-28.5pp | 72.9%-28.0pp | 72.0%-27.1pp |
| Annual return | 12.21% | 15.88%-3.7pp | 3512.12%-3499.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $3,700 | $3,401+8.8% | $2,731+35.5% | $3,034+22.0% |
| Participant deferral / active EE | $3,178 | $4,159-23.6% | $4,000-20.5% | $5,087-37.5% |
| Admin fee / account holder | $100 | $103-2.1% | $3,998-97.5% | $269-62.7% |