Filed November 26, 2008
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $242,877 |
JULIAN OSORIO8 years Service code 14 · EIN 13-1988190 | Plan Administrator | $113,590 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,750 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $30,450 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $30,205 |
FARRAH DORSINVILLE8 years Service code 14 · EIN 13-1988190 | Plan Administrator | $20,442 |
ZHANG FINANCIAL2 years Filed as: DE ZHANG Service code 14 · EIN 13-1988190 | Plan Administrator | $15,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,652 | $145,906-55.0% | $67,502-2.7% | $106,382-38.3% |
| Participation rate | 38.8% | 67.1%-28.4pp | 72.9%-34.1pp | 69.9%-31.1pp |
| Annual return | 44.70% | 15.10%+29.6pp | 3512.12%-3467.4pp | 17.37%+27.3pp |
| Employer contribution / active EE | $1,157 | $6,028-80.8% | $2,731-57.6% | $3,364-65.6% |
| Participant deferral / active EE | $56 | $5,093-98.9% | $4,000-98.6% | $5,569-99.0% |
| Admin fee / account holder | $35 | $38-7.5% | $3,998-99.1% | $79-55.8% |