Filed December 4, 2007 (most recent of 4 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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $140,315 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $21,080 |
FUST CHARLES CHAMBERS LLP4 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $15,290 |
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 | $175,631 | $145,877+20.4% | $150,045+17.1% | $102,872+70.7% |
| Participation rate | 98.3% | 79.8%+18.5pp | 82.3%+16.0pp | 73.0%+25.3pp |
| Annual return | 15.23% | 21.37%-6.1pp | 62.55%-47.3pp | 19.06%-3.8pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $14,971 | $9,491+57.7% | $7,997+87.2% | $5,535+170.5% |
| Admin fee / account holder | $78 | $176-55.9% | $13,435-99.4% | $292-73.5% |