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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,499 |
BCA WATSON RICE LLP9+ years Service code 10 · EIN 26-1726741 | Accounting | $29,200 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $20,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,499 | $133,493+6.7% | $64,056+122.5% | $96,393+47.8% |
| Participation rate | 48.2% | 69.3%-21.2pp | 72.3%-24.1pp | 71.3%-23.1pp |
| Annual return | 19.98% | 17.06%+2.9pp | 33.69%-13.7pp | 22.88%-2.9pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,747-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $5,480 | $5,097+7.5% | $3,880+41.2% | $5,455+0.5% |
| Admin fee / account holder | $9 | $34-74.8% | $3,068-99.7% | $74-88.3% |