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 | $116,872 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $17,395 |
FUST CHARLES CHAMBERS LLP4 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $15,390 |
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 | $151,269 | $145,877+3.7% | $150,045+0.8% | $102,872+47.0% |
| Participation rate | 98.7% | 79.8%+18.8pp | 82.3%+16.4pp | 73.0%+25.7pp |
| Annual return | 15.26% | 21.37%-6.1pp | 62.55%-47.3pp | 19.06%-3.8pp |
| Employer contribution / active EE | $10,543 | $4,710+123.8% | $4,693+124.6% | $3,526+199.0% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $68 | $176-61.2% | $13,435-99.5% | $292-76.6% |