Filed November 26, 2007 (most recent of 2 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 |
|---|---|---|
BCA WATSON RICE LLP10+ years Service code 10 · EIN 26-1726741 | Accounting | $111,530 |
CAP FINANCIAL PARTNERS, LLC10+ years Service code 28 · EIN 26-0058143 | Investment Management | $69,556 |
ROPES & GRAY LLP2 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $34,838 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,042 |
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 | $210,508 | $117,148+79.7% | $67,502+211.9% | $99,062+112.5% |
| Participation rate | 97.4% | 72.7%+24.7pp | 72.9%+24.5pp | 71.6%+25.8pp |
| Annual return | 12.43% | 14.15%-1.7pp | 3512.12%-3499.7pp | 17.66%-5.2pp |
| Employer contribution / active EE | $15,163 | $4,623+228.0% | $2,731+455.2% | $3,262+364.8% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $22 | $50-56.1% | $3,998-99.4% | $109-79.8% |