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, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 038484404 | Accounting | $11,000 |
Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $6,157 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,353 | $51,197-13.4% | $82,719-46.4% | $66,914-33.7% |
| Participation rate | 93.2% | 67.8%+25.4pp | 72.6%+20.7pp | 69.8%+23.4pp |
| Annual return | -14.93% | -9.64%-5.3pp | 701.18%-716.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $5,253 | $2,611+101.2% | $3,009+74.6% | $2,544+106.5% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $33 | $416-92.1% | $5,329-99.4% | $593-94.5% |