Filed September 24, 1985
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 |
|---|---|---|
TATE & TRYON1 year Filed as: TATE & TRYON, PC Service code 10 · EIN 52-1855942 2021 L ST NW STE 400 · WASHINGTON, DC 200364982 | Accounting | $12,900 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,799 |
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 | $93,903 | $54,237+73.1% | $90,281+4.0% | $67,579+39.0% |
| Participation rate | 97.2% | 68.6%+28.6pp | 73.3%+24.0pp | 71.3%+26.0pp |
| Annual return | 2.94% | 37.27%-34.3pp | 78.10%-75.2pp | 378.56%-375.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,580 | $2,625+188.7% | $3,885+95.1% | $3,539+114.2% |
| Admin fee / account holder | $35 | $123-71.5% | $5,351-99.3% | $142-75.2% |