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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $129,089 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $15,986 |
FUST CHARLES CHAMBERS LLP6+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,560 |
CAMMACK LARHETTE ADVISORS7+ years Service code 28 · EIN 13-3052851 | Investment Management | $5,313 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,386 | $120,450+8.2% | $159,436-18.2% | $93,030+40.2% |
| Participation rate | 98.4% | 78.0%+20.5pp | 82.8%+15.6pp | 73.9%+24.5pp |
| Annual return | 14.20% | 27.11%-12.9pp | 263.57%-249.4pp | 158.70%-144.5pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $12,096 | $7,283+66.1% | $7,352+64.5% | $4,562+165.1% |
| Admin fee / account holder | $69 | $137-49.2% | $10,799-99.4% | $152-54.2% |