Filed June 24, 2003
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA5 years Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $55,649 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $35,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,485 | $69,745+207.5% | $67,511+217.7% | $74,546+187.7% |
| Participation rate | 97.6% | 71.3%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 13.32% | -40.37%+53.7pp | 3517.41%-3504.1pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $9,629 | $2,705+256.0% | $2,733+252.4% | $2,624+266.9% |
| Participant deferral / active EE | $12,915 | $3,636+255.2% | $4,000+222.8% | $4,347+197.1% |
| Admin fee / account holder | $146 | $894-83.6% | $3,999-96.3% | $1,944-92.5% |