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 |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 038484404 | Accounting | $13,400 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $12,954 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $619 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,633 | $58,264+84.7% | $86,612+24.3% | $71,457+50.6% |
| Participation rate | 94.9% | 65.0%+29.9pp | 71.7%+23.2pp | 67.9%+27.0pp |
| Annual return | 13.62% | 21.63%-8.0pp | 591.07%-577.4pp | 28.85%-15.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,789 | $3,436+126.7% | $4,438+75.5% | $4,289+81.6% |
| Admin fee / account holder | $67 | $1,057-93.7% | $5,614-98.8% | $1,587-95.8% |