Filed January 29, 2016 (most recent of 8 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 14 · EIN 13-1624203 | Plan Administrator | $93,327 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $63,000 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $15,000 |
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 | $188,813 | $91,762+105.8% | $67,502+179.7% | $77,643+143.2% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 10.93% | 14.87%-3.9pp | 3512.12%-3501.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $8,409 | $3,181+164.3% | $2,731+207.9% | $2,726+208.5% |
| Participant deferral / active EE | $5,980 | $3,903+53.2% | $4,000+49.5% | $4,647+28.7% |
| Admin fee / account holder | $92 | $176-47.5% | $3,998-97.7% | $430-78.5% |