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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,096 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $14,956 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,365 |
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 | $142,834 | $56,317+153.6% | $71,209+100.6% | $74,304+92.2% |
| Participation rate | 95.9% | 55.1%+40.8pp | 73.8%+22.1pp | 60.3%+35.6pp |
| Annual return | 12.44% | 42.83%-30.4pp | 282.51%-270.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,884 | $2,788+182.8% | $4,175+88.8% | $3,767+109.3% |
| Admin fee / account holder | $87 | $2,290-96.2% | $5,349-98.4% | $2,969-97.1% |