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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $65,564 |
BCA WATSON RICE LLP8+ years Service code 10 · EIN 26-1726741 | Accounting | $13,000 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,912 | $98,780+81.1% | $60,874+193.9% | $77,904+129.7% |
| Participation rate | 94.8% | 76.7%+18.1pp | 73.1%+21.7pp | 73.7%+21.1pp |
| Annual return | -13.19% | -11.56%-1.6pp | 16.90%-30.1pp | 12.21%-25.4pp |
| Employer contribution / active EE | $14,796 | $3,605+310.5% | $2,701+447.7% | $2,848+419.6% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $9 | $89-90.2% | $3,224-99.7% | $133-93.5% |