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, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $16,535 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,581 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,787 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,078 | $60,323+115.6% | $81,812+59.0% | $74,495+74.6% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.3%+22.6pp | 67.2%+27.8pp |
| Annual return | 22.30% | 16.90%+5.4pp | 773.79%-751.5pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,691 | $3,387+127.1% | $4,319+78.1% | $4,346+77.0% |
| Admin fee / account holder | $81 | $1,486-94.6% | $7,386-98.9% | $1,942-95.9% |