Filed November 29, 2005 (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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS - LLC Service code 27 · EIN 27-6095734 | Advisory (Plan) | $21,750 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,688 |
TIAA2 years Filed as: TIAA - TEACHEDRS INSURANCE AND ANNU Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,915 | $113,293-87.7% | $67,502-79.4% | $199,593-93.0% |
| Participation rate | 93.4% | 73.3%+20.0pp | 72.9%+20.5pp | 72.0%+21.4pp |
| Annual return | 19.31% | 15.88%+3.4pp | 3512.12%-3492.8pp | 34.25%-14.9pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,258 | $4,159-21.7% | $4,000-18.5% | $5,087-36.0% |
| Admin fee / account holder | $11 | $103-89.1% | $3,998-99.7% | $269-95.8% |