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, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $13,149 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,588 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,160 |
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 | $63,323 | $56,317+12.4% | $71,209-11.1% | $74,304-14.8% |
| Participation rate | 96.4% | 55.1%+41.2pp | 73.8%+22.6pp | 60.3%+36.0pp |
| Annual return | 12.01% | 42.83%-30.8pp | 282.51%-270.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $4,971 | $2,160+130.1% | $2,721+82.7% | $2,241+121.8% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $38 | $2,290-98.4% | $5,349-99.3% | $2,969-98.7% |