Filed October 18, 2004
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 |
|---|---|---|
Service code 28 · EIN 14-1368361 | Investment Management | $248,943 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $248,670 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $234,232 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,538 | $128,056-39.5% | $146,958-47.2% | $106,382-27.1% |
| Participation rate | 91.5% | 67.2%+24.3pp | 82.2%+9.4pp | 69.9%+21.7pp |
| Annual return | 10.42% | 17.89%-7.5pp | 418.34%-407.9pp | 17.37%-7.0pp |
| Employer contribution / active EE | $3,127 | $3,384-7.6% | $4,933-36.6% | $3,364-7.0% |
| Participant deferral / active EE | $0 | $7,674-100.0% | $8,070-100.0% | $5,569-100.0% |
| Admin fee / account holder | $45 | $89-49.5% | $12,998-99.7% | $79-43.6% |