Filed January 25, 2006
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $140,810 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $131,205 |
GRANT THORNTON LLP9 years Filed as: GRANT THORNTON, LLP Service code 15 · EIN 36-6055558 | Recordkeeping | $18,000 |
MARIST COLLEGE3 years Service code 10 · EIN 14-1442493 3399 NORTH RD · POUGHKEEPSIE, NY 126011350 | Accounting | $13,800 |
Service code 27 · EIN 26-0058143 ATTN TIM MARTIN · RALEIGH, NC 276756071 | Advisory (Plan) | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,400 | $91,762+91.1% | $67,502+159.8% | $77,643+125.9% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 11.23% | 14.87%-3.6pp | 3512.12%-3500.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $7,402 | $3,181+132.7% | $2,731+171.0% | $2,726+171.6% |
| Participant deferral / active EE | $6,080 | $3,903+55.8% | $4,000+52.0% | $4,647+30.8% |
| Admin fee / account holder | $174 | $176-0.9% | $3,998-95.6% | $430-59.5% |