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 | $118,155 |
FUST CHARLES CHAMBERS LLP6+ years Service code 28 · EIN 16-1226221 | Investment Management | $14,660 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $13,064 |
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 | $108,177 | $120,450-10.2% | $159,436-32.2% | $93,030+16.3% |
| Participation rate | 99.6% | 78.0%+21.6pp | 82.8%+16.8pp | 73.9%+25.7pp |
| Annual return | 13.53% | 27.11%-13.6pp | 263.57%-250.0pp | 158.70%-145.2pp |
| Employer contribution / active EE | $10,414 | $3,526+195.4% | $4,829+115.6% | $2,706+284.9% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $64 | $137-53.1% | $10,799-99.4% | $152-57.7% |