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 LLP1+ years Service code 10 · EIN 26-1726741 | Accounting | $21,500 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $19,897 |
ROPES & GRAY LLP1+ years Service code 29 · EIN 04-2233412 | Legal | $7,560 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $3,100 |
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $77,589 | $112,772-31.2% | $57,343+35.3% | $59,188+31.1% |
| Participation rate | 92.5% | 71.3%+21.1pp | 75.1%+17.4pp | 69.4%+23.0pp |
| Annual return | 0.92% | 0.85%+0.1pp | 24.39%-23.5pp | 5.51%-4.6pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $9,388 | $3,010+211.9% | $3,162+196.9% | $3,265+187.6% |
| Admin fee / account holder | $8 | $144-94.7% | $3,356-99.8% | $92-91.7% |