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 | $99,751 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $17,339 |
Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $14,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,685 | $95,388-1.8% | $125,339-25.3% | $77,904+20.3% |
| Participation rate | 99.4% | 78.6%+20.8pp | 82.4%+17.1pp | 73.7%+25.7pp |
| Annual return | -14.00% | 116.19%-130.2pp | 572.05%-586.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $10,892 | $3,666+197.1% | $4,814+126.3% | $2,848+282.5% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $56 | $119-52.8% | $10,010-99.4% | $133-57.6% |