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 | $14,565 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $4,789 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,999 | $60,323-5.5% | $81,812-30.3% | $74,495-23.5% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.3%+24.3pp | 67.2%+29.4pp |
| Annual return | 22.71% | 16.90%+5.8pp | 773.79%-751.1pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $5,192 | $2,620+98.2% | $2,912+78.3% | $2,623+97.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $37 | $1,486-97.5% | $7,386-99.5% | $1,942-98.1% |