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 |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Accounting | $14,910 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $11,696 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,110 | $63,745+79.0% | $98,442+15.9% | $79,386+43.7% |
| Participation rate | 97.1% | 69.9%+27.2pp | 73.3%+23.7pp | 70.7%+26.4pp |
| Annual return | 18.43% | 625.80%-607.4pp | 1492.73%-1474.3pp | 116.85%-98.4pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,781 | $3,303+135.5% | $4,276+82.0% | $4,046+92.3% |
| Admin fee / account holder | $64 | $516-87.7% | $5,949-98.9% | $626-89.8% |