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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC9+ years Service code 28 · EIN 26-0058143 | Investment Management | $47,002 |
BCA WATSON RICE LLP9+ years Service code 10 · EIN 26-1726741 | Accounting | $35,950 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $7,808 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,560 | $111,545+78.0% | $64,056+210.0% | $103,482+91.9% |
| Participation rate | 97.6% | 74.9%+22.7pp | 72.3%+25.3pp | 73.3%+24.3pp |
| Annual return | 15.96% | 17.80%-1.8pp | 33.69%-17.7pp | 33.11%-17.1pp |
| Employer contribution / active EE | $13,608 | $4,573+197.6% | $2,747+395.5% | $3,208+324.2% |
| Participant deferral / active EE | $0 | $4,715-100.0% | $3,880-100.0% | $5,207-100.0% |
| Admin fee / account holder | $9 | $45-79.9% | $3,068-99.7% | $114-92.1% |