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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $189,481 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $117,811 |
Service code 28 · EIN 14-1368361 | Investment Management | $30,664 |
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 | $110,180 | $122,186-9.8% | $146,958-25.0% | $199,593-44.8% |
| Participation rate | 96.1% | 78.3%+17.8pp | 82.2%+13.9pp | 72.0%+24.1pp |
| Annual return | 10.98% | 30.56%-19.6pp | 418.34%-407.4pp | 34.25%-23.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,034 | $8,502-40.8% | $8,070-37.6% | $5,087-1.0% |
| Admin fee / account holder | $36 | $179-79.7% | $12,998-99.7% | $269-86.5% |