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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $116,267 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $21,450 |
Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $14,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,253 | $95,388+21.9% | $125,339-7.2% | $77,904+49.2% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | -12.02% | 116.19%-128.2pp | 572.05%-584.1pp | 12.21%-24.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $12,994 | $7,711+68.5% | $7,446+74.5% | $4,806+170.4% |
| Admin fee / account holder | $65 | $119-45.4% | $10,010-99.4% | $133-51.0% |