Filed August 21, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $378,795 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $175,227 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $20,344 |
VSEEN/VILLAGE PRINT & MEDIA2 years Service code 49 · EIN 13-2917751 | Other Services | $13,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,128 | $113,293-34.6% | $67,502+9.8% | $199,593-62.9% |
| Participation rate | 96.2% | 73.3%+22.9pp | 72.9%+23.3pp | 72.0%+24.2pp |
| Annual return | 12.55% | 15.88%-3.3pp | 3512.12%-3499.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $2,959 | $3,401-13.0% | $2,731+8.3% | $3,034-2.5% |
| Participant deferral / active EE | $2,492 | $4,159-40.1% | $4,000-37.7% | $5,087-51.0% |
| Admin fee / account holder | $65 | $103-36.5% | $3,998-98.4% | $269-75.8% |