Filed October 18, 2004
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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS,LLC Service code 53 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Insurance Commissions | $33,750 |
TIAA1 year Filed as: TIAA OF AMERICA Service code 15 · EIN 13-1624203 | Recordkeeping | $258 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,630 | $83,884-1.5% | $64,056+29.0% | $74,419+11.0% |
| Participation rate | 70.5% | 76.6%-6.1pp | 72.3%-1.8pp | 70.7%-0.2pp |
| Annual return | 13.61% | 16.57%-3.0pp | 33.69%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $4,528 | $3,084+46.9% | $2,747+64.9% | $2,637+71.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $25 | $196-87.1% | $3,068-99.2% | $348-92.7% |