Filed November 16, 2009
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: DORFMAN ABRAMS MUSIC LLC Service code 10 · EIN 22-1655803 250 PEHLE AVE · SADDLE BROOK, NJ 07663 | Accounting | $26,000 |
Filed as: CAPFINANIAL PARTNERS LLC Service code 16 · EIN 26-0058143 4208 SIX FORKS RD #1700 · RALEIGH, NC 276095731 | Consulting | $6,250 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $3,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,840 | $60,323+87.1% | $81,812+37.9% | $74,495+51.5% |
| Participation rate | 97.7% | 62.9%+34.9pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 13.08% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,652 | $2,620+77.5% | $2,912+59.7% | $2,623+77.4% |
| Participant deferral / active EE | $6,751 | $3,387+99.3% | $4,319+56.3% | $4,346+55.4% |
| Admin fee / account holder | $92 | $1,486-93.8% | $7,386-98.8% | $1,942-95.3% |