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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $119,607 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $21,123 |
FUST CHARLES CHAMBERS LLP3 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $15,460 |
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 | $149,872 | $122,186+22.7% | $146,958+2.0% | $199,593-24.9% |
| Participation rate | 98.5% | 78.3%+20.2pp | 82.2%+16.4pp | 72.0%+26.5pp |
| Annual return | 13.91% | 30.56%-16.7pp | 418.34%-404.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $13,949 | $8,502+64.1% | $8,070+72.9% | $5,087+174.2% |
| Admin fee / account holder | $67 | $179-62.7% | $12,998-99.5% | $269-75.2% |