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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 64 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Recordkeeping Fees | $87,000 |
Service code 60 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Sub-TA Fees | $49,600 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,015 | $98,780-17.0% | $60,874+34.7% | $77,904+5.3% |
| Participation rate | 92.2% | 76.7%+15.5pp | 73.1%+19.1pp | 73.7%+18.5pp |
| Annual return | -13.45% | -11.56%-1.9pp | 16.90%-30.3pp | 12.21%-25.7pp |
| Employer contribution / active EE | $6,282 | $3,605+74.3% | $2,701+132.5% | $2,848+120.6% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $35 | $89-61.0% | $3,224-98.9% | $133-73.9% |